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AE Wealth Management’s Regal Rexnord RRX Stock Holding History

AE Wealth Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,031
Closed -$315K – 2261
2024
Q4 		$315K Buy
+2,031
New +$343K ﹤0.01% 1076
2024
Q1 		– Sell
-3,388
Closed -$464K – 1808
2023
Q4 		$464K Buy
3,388
+268
+9% +$33.8K ﹤0.01% 1473
2023
Q3 		$446K Sell
3,120
-15
-0.5% -$2.31K ﹤0.01% 1437
2023
Q2 		$482K Buy
3,135
+125
+4% +$17K ﹤0.01% 1411
2023
Q1 		$424K Sell
3,010
-8,225
-73% -$1.19M ﹤0.01% 1419
2022
Q4 		$1.35M Buy
11,235
+1,016
+10% +$133K 0.01% 877
2022
Q3 		$1.43M Buy
10,219
+7,719
+309% +$1.04M 0.01% 814
2022
Q2 		$284K Buy
2,500
+155
+7% +$19.7K ﹤0.01% 1460
2022
Q1 		$349K Buy
2,345
+95
+4% +$15.2K ﹤0.01% 1362
2021
Q4 		$383K Sell
2,250
-27
-1% -$4.28K ﹤0.01% 1358
2021
Q3 		$342K Sell
2,277
-22
-1% -$3.16K ﹤0.01% 1311
2021
Q2 		$307K Buy
2,299
+267
+13% +$37.7K ﹤0.01% 1337
2021
Q1 		$290K Sell
2,032
-96
-5% -$13.2K ﹤0.01% 1265
2020
Q4 		$261K Sell
2,128
-66
-3% -$7.29K ﹤0.01% 1189
2020
Q3 		$206K Buy
+2,194
New +$208K ﹤0.01% 1172

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return