AAS
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Avantax Advisory Services’s RH RH Stock Holding History

Avantax Advisory Services’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-965
Closed -$657K – 1222
2021
Q2 		$657K Sell
965
-1,057
-52% -$686K 0.01% 600
2021
Q1 		$1.21M Sell
2,022
-2,154
-52% -$1.06M 0.03% 390
2020
Q4 		$1.87M Buy
+4,176
New +$1.72M 0.04% 280

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Advisory Services's RH Position: Q3 2021 in Review

Avantax Advisory Services sold out of RH (RH) in Q3 2021, closing a stake of 965 shares — an estimated $657K sold.

Avantax Advisory Services first reported a position in RH in Q4 2020 and held it in 3 quarters. The position peaked at $1.87M in Q4 2020. 470 funds tracked by Wall St. Rank hold RH as of Q3 2021.

  • Avantax Advisory Services reported no remaining RH position as of Q3 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 965 RH shares in Q3 2021, an estimated $657K.
  • Avantax Advisory Services first reported a position in RH in Q4 2020 and held it in 3 quarters.
  • Avantax Advisory Services's RH position peaked at $1.87M in Q4 2020.
  • 470 funds tracked by Wall St. Rank held RH as of Q3 2021.

Based on Avantax Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.