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Baystate Wealth Management’s Regal Rexnord RRX Stock Holding History

Baystate Wealth Management’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
Q4 		$259 Buy
+1
New +$126 ﹤0.01% 1247

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's RRX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Regal Rexnord (RRX) in Q4 2023: 1 share worth $259. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

428 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

  • Baystate Wealth Management held 1 share of Regal Rexnord worth $259 as of Q4 2023.
  • Regal Rexnord was a new Baystate Wealth Management position in Q4 2023.
  • Regal Rexnord made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1247 holding.
  • 428 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.