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Arkadios Wealth Advisors’s Rafael Holdings RFL Stock Holding History

Arkadios Wealth Advisors’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-119
Closed -$1.53K – 1065
2020
Q2 		$1.53K Buy
+119
New +$1.64K ﹤0.01% 881

Other funds holding RFL

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's RFL Position: Q3 2020 in Review

Arkadios Wealth Advisors sold out of Rafael Holdings (RFL) in Q3 2020, closing a stake of 119 shares — an estimated $1.53K sold.

Arkadios Wealth Advisors first reported a position in RFL in Q2 2020 and held it in 1 quarter. The position peaked at $1.53K in Q2 2020. 47 funds tracked by Wall St. Rank hold RFL as of Q3 2020.

  • Arkadios Wealth Advisors reported no remaining Rafael Holdings position as of Q3 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 119 Rafael Holdings shares in Q3 2020, an estimated $1.53K.
  • Arkadios Wealth Advisors first reported a position in Rafael Holdings in Q2 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Rafael Holdings position peaked at $1.53K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held Rafael Holdings as of Q3 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.