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Alterna Wealth Management’s Regal Rexnord RRX Stock Holding History

Alterna 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
2022
Q2 		– Sell
-1,569
Closed -$233K – 125
2022
Q1 		$233K Buy
+1,569
New +$251K 0.2% 101

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alterna Wealth Management's RRX Position: Q2 2022 in Review

Alterna Wealth Management sold out of Regal Rexnord (RRX) in Q2 2022, closing a stake of 1,569 shares — an estimated $233K sold.

Alterna Wealth Management first reported a position in RRX in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 410 funds tracked by Wall St. Rank hold RRX as of Q2 2022.

  • Alterna Wealth Management reported no remaining Regal Rexnord position as of Q2 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 1,569 Regal Rexnord shares in Q2 2022, an estimated $233K.
  • Alterna Wealth Management first reported a position in Regal Rexnord in Q1 2022 and held it in 1 quarter.
  • Alterna Wealth Management's Regal Rexnord position peaked at $233K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.