Aprio Wealth Management’s Rubicon Technologies, Inc. RBT Stock Holding History

Aprio Wealth Management’s Portfolio RBT Stock Details RBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-40,000	Closed	-$4.6K	–	300
2024 Q2	$4.6K	Buy	+40,000	New	+$12.4K	﹤0.01%	261

Other funds holding RBT

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Aprio Wealth Management's RBT Position: Q3 2024 in Review

Aprio Wealth Management sold out of Rubicon Technologies, Inc. (RBT) in Q3 2024, closing a stake of 40,000 shares — an estimated $4.6K sold.

Aprio Wealth Management first reported a position in RBT in Q2 2024 and held it in 1 quarter. The position peaked at $4.6K in Q2 2024. 3 funds tracked by Wall St. Rank hold RBT as of Q3 2024.

Aprio Wealth Management reported no remaining Rubicon Technologies, Inc. position as of Q3 2024 after selling out during the quarter.
Aprio Wealth Management sold 40,000 Rubicon Technologies, Inc. shares in Q3 2024, an estimated $4.6K.
Aprio Wealth Management first reported a position in Rubicon Technologies, Inc. in Q2 2024 and held it in 1 quarter.
Aprio Wealth Management's Rubicon Technologies, Inc. position peaked at $4.6K in Q2 2024.
3 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2024.

Based on Aprio Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.