Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWM
BerganKDV Wealth Management’s
Regal Rexnord
RRX
Stock Holding History
BerganKDV 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
Q2
$38.5K
Hold
250
–
–
﹤0.01%
409
2023
Q1
$35.2K
Hold
250
–
–
﹤0.01%
433
2022
Q4
$30K
Hold
250
–
–
﹤0.01%
446
2022
Q3
$35K
Hold
250
–
–
﹤0.01%
410
2022
Q2
$28K
Hold
250
–
–
﹤0.01%
453
2022
Q1
$37K
Hold
250
–
–
﹤0.01%
430
2021
Q4
$43K
Hold
250
–
–
﹤0.01%
446
2021
Q3
$38K
Hold
250
–
–
﹤0.01%
439
2021
Q2
$33K
Hold
250
–
–
﹤0.01%
448
2021
Q1
$36K
Hold
250
–
–
﹤0.01%
408
2020
Q4
$31K
Hold
250
–
–
﹤0.01%
410
2020
Q3
$23K
Hold
250
–
–
﹤0.01%
407
2020
Q2
$22K
Hold
250
–
–
﹤0.01%
444
2020
Q1
$16K
Hold
250
–
–
﹤0.01%
444
2019
Q4
$21K
Buy
+250
New
+$19.8K
﹤0.01%
442
Other funds holding RRX
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close