BerganKDV Wealth Management’s Robert Half RHI Stock Holding History

BerganKDV Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26	Closed	-$2.07K	–	1033
2023 Q1	$2.07K	Hold	26	–	–	﹤0.01%	826
2022 Q4	$1.9K	Sell	26 -5	-16%	-$381	﹤0.01%	807
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	830
2022 Q2	$2K	Buy	31 +1	+3%	+$95	﹤0.01%	848
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	816
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	878
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	837
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	778
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	800
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	796
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	722
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	779
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	871
2019 Q4	$2K	Buy	+30	New	+$1.74K	﹤0.01%	794

Other funds holding RHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's RHI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Robert Half (RHI) in Q2 2023, closing a stake of 26 shares — an estimated $2.07K sold.

BerganKDV Wealth Management first reported a position in RHI in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 526 funds tracked by Wall St. Rank hold RHI as of Q2 2023.

BerganKDV Wealth Management reported no remaining Robert Half position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 26 Robert Half shares in Q2 2023, an estimated $2.07K.
BerganKDV Wealth Management first reported a position in Robert Half in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Robert Half position peaked at $3K in Q1 2022.
526 funds tracked by Wall St. Rank held Robert Half as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.