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Alliance Wealth Advisors (Utah)’s RB Global RBA Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,644
Closed -$269K – 230
2022
Q4 		$269K Buy
+4,644
New +$270K 0.12% 174

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RBA Position: Q1 2023 in Review

Alliance Wealth Advisors (Utah) sold out of RB Global (RBA) in Q1 2023, closing a stake of 4,644 shares — an estimated $269K sold.

Alliance Wealth Advisors (Utah) first reported a position in RBA in Q4 2022 and held it in 1 quarter. The position peaked at $269K in Q4 2022. 455 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,644 RB Global shares in Q1 2023, an estimated $269K.
  • Alliance Wealth Advisors (Utah) first reported a position in RB Global in Q4 2022 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s RB Global position peaked at $269K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2023, filed 2 May 2023.