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Arkadios Wealth Advisors’s Rambus RMBS Stock Holding History

Arkadios Wealth Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,000
Closed -$44K – 1511
2021
Q3 		$44K Sell
2,000
-2,545
-56% -$59.9K 0.01% 923
2021
Q2 		$107K Buy
+4,545
New +$91.5K 0.01% 706

Other funds holding RMBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's RMBS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Rambus (RMBS) in Q4 2021, closing a stake of 2,000 shares — an estimated $44K sold.

Arkadios Wealth Advisors first reported a position in RMBS in Q2 2021 and held it in 2 quarters. The position peaked at $107K in Q2 2021. 258 funds tracked by Wall St. Rank hold RMBS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Rambus position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,000 Rambus shares in Q4 2021, an estimated $44K.
  • Arkadios Wealth Advisors first reported a position in Rambus in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Rambus position peaked at $107K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Rambus as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.