Bellwether Advisors’s RH RH Stock Holding History

Bellwether Advisors’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
2022 Q4	–	Sell	-7	Closed	-$1K	–	544
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	443
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	370
2022 Q1	$2K	Sell	7 -143	-95%	-$57.2K	﹤0.01%	471
2021 Q4	$80K	Hold	150	–	–	0.02%	163
2021 Q3	$100K	Buy	+150	New	+$103K	0.03%	173

Other funds holding RH

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellwether Advisors's RH Position: Q4 2022 in Review

Bellwether Advisors sold out of RH (RH) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in RH in Q3 2021 and held it in 5 quarters. The position peaked at $100K in Q3 2021. 416 funds tracked by Wall St. Rank hold RH as of Q4 2022.

Bellwether Advisors reported no remaining RH position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 7 RH shares in Q4 2022, an estimated $1K.
Bellwether Advisors first reported a position in RH in Q3 2021 and held it in 5 quarters.
Bellwether Advisors's RH position peaked at $100K in Q3 2021.
416 funds tracked by Wall St. Rank held RH as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.