AFG
RBT

Atomi Financial Group’s Rubicon Technologies, Inc. RBT Stock Holding History

Atomi Financial Group’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
Q2 		– Sell
-180,064
Closed -$72.6K – 852
2024
Q1 		$72.6K Sell
180,064
-2,882
-2% -$2.85K 0.01% 722
2023
Q4 		$338K Sell
182,946
-4,963
-3% -$9.76K 0.05% 375
2023
Q3 		$391K Buy
187,909
+1,159
+0.6% +$5.43K 0.13% 189
2023
Q2 		$553K Buy
186,750
+93,078
+99% +$346K 0.25% 123
2023
Q1 		$492K Buy
+93,672
New +$969K 0.27% 98

Other funds holding RBT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Atomi Financial Group's RBT Position: Q2 2024 in Review

Atomi Financial Group sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 180,064 shares — an estimated $72.6K sold.

Atomi Financial Group first reported a position in RBT in Q1 2023 and held it in 5 quarters. The position peaked at $553K in Q2 2023. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

  • Atomi Financial Group reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 180,064 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $72.6K.
  • Atomi Financial Group first reported a position in Rubicon Technologies, Inc. in Q1 2023 and held it in 5 quarters.
  • Atomi Financial Group's Rubicon Technologies, Inc. position peaked at $553K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.