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Beacon Pointe Advisors’s Regal Rexnord RRX Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-2,003
Closed -$271K – 1302
2024
Q2 		$271K Buy
2,003
+412
+26% +$64.1K ﹤0.01% 1080
2024
Q1 		$287K Buy
1,591
+14
+0.9% +$2.18K ﹤0.01% 1129
2023
Q4 		$233K Sell
1,577
-4
-0.3% -$505 ﹤0.01% 1161
2023
Q3 		$226K Buy
+1,581
New +$243K ﹤0.01% 1181

Other funds holding RRX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Pointe Advisors's RRX Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Regal Rexnord (RRX) in Q3 2024, closing a stake of 2,003 shares — an estimated $271K sold.

Beacon Pointe Advisors first reported a position in RRX in Q3 2023 and held it in 4 quarters. The position peaked at $287K in Q1 2024. 438 funds tracked by Wall St. Rank hold RRX as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Regal Rexnord position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,003 Regal Rexnord shares in Q3 2024, an estimated $271K.
  • Beacon Pointe Advisors first reported a position in Regal Rexnord in Q3 2023 and held it in 4 quarters.
  • Beacon Pointe Advisors's Regal Rexnord position peaked at $287K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.