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Ameliora Wealth Management’s Robert Half RHI Stock Holding History

Ameliora Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,913
Closed -$141K – 253
2022
Q4 		$141K Hold
1,913
– – 0.08% 87
2022
Q3 		$153K Buy
+1,913
New +$150K 0.08% 82

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Ameliora Wealth Management's RHI Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Robert Half (RHI) in Q1 2023, closing a stake of 1,913 shares — an estimated $141K sold.

Ameliora Wealth Management first reported a position in RHI in Q3 2022 and held it in 2 quarters. The position peaked at $153K in Q3 2022. 537 funds tracked by Wall St. Rank hold RHI as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Robert Half position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,913 Robert Half shares in Q1 2023, an estimated $141K.
  • Ameliora Wealth Management first reported a position in Robert Half in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Robert Half position peaked at $153K in Q3 2022.
  • 537 funds tracked by Wall St. Rank held Robert Half as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.