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BKM Wealth Management’s Robert Half RHI Stock Holding History

BKM 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
2024
Q1 		– Sell
-49
Closed -$4.31K – 475
2023
Q4 		$4.31K Buy
+49
New +$3.89K ﹤0.01% 526

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BKM Wealth Management's RHI Position: Q1 2024 in Review

BKM Wealth Management sold out of Robert Half (RHI) in Q1 2024, closing a stake of 49 shares — an estimated $4.31K sold.

BKM Wealth Management first reported a position in RHI in Q4 2023 and held it in 1 quarter. The position peaked at $4.31K in Q4 2023. 545 funds tracked by Wall St. Rank hold RHI as of Q1 2024.

  • BKM Wealth Management reported no remaining Robert Half position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 49 Robert Half shares in Q1 2024, an estimated $4.31K.
  • BKM Wealth Management first reported a position in Robert Half in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Robert Half position peaked at $4.31K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Robert Half as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.