AWA
RRX icon

Artemis Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Artemis Wealth Advisors’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
2023
Q1 		– Sell
-289
Closed -$34.6K – 84
2022
Q4 		$34.6K Buy
+289
New +$37.9K 0.01% 49
2022
Q3 		– Sell
-288
Closed -$32.7K – 122
2022
Q2 		$32.7K Buy
+288
New +$36.6K 0.01% 79

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artemis Wealth Advisors's RRX Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of Regal Rexnord (RRX) in Q1 2023, closing a stake of 289 shares — an estimated $34.6K sold.

Artemis Wealth Advisors first reported a position in RRX in Q2 2022 and held it in 2 quarters. The position peaked at $34.6K in Q4 2022. 414 funds tracked by Wall St. Rank hold RRX as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining Regal Rexnord position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 289 Regal Rexnord shares in Q1 2023, an estimated $34.6K.
  • Artemis Wealth Advisors first reported a position in Regal Rexnord in Q2 2022 and held it in 2 quarters.
  • Artemis Wealth Advisors's Regal Rexnord position peaked at $34.6K in Q4 2022.
  • 414 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.