BWM
RH icon

BlackDiamond Wealth Management’s RH RH Stock Holding History

BlackDiamond Wealth Management’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
2023
Q4 		– Sell
-1,746
Closed -$377K – 148
2023
Q3 		$377K Sell
1,746
-44
-2% -$15.3K 0.34% 71
2023
Q2 		$690K Buy
1,790
+162
+10% +$42.3K 0.58% 36
2023
Q1 		$400K Buy
1,628
+199
+14% +$57.8K 0.41% 61
2022
Q4 		$443K Sell
1,429
-65
-4% -$16.9K 0.5% 58
2022
Q3 		$369K Buy
1,494
+13
+0.9% +$3.51K 0.44% 59
2022
Q2 		$405K Buy
1,481
+16
+1% +$4.75K 0.5% 60
2022
Q1 		$478K Buy
+1,465
New +$586K 0.57% 53

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

BlackDiamond Wealth Management's RH Position: Q4 2023 in Review

BlackDiamond Wealth Management sold out of RH (RH) in Q4 2023, closing a stake of 1,746 shares — an estimated $377K sold.

BlackDiamond Wealth Management first reported a position in RH in Q1 2022 and held it in 7 quarters. The position peaked at $690K in Q2 2023. 399 funds tracked by Wall St. Rank hold RH as of Q4 2023.

  • BlackDiamond Wealth Management reported no remaining RH position as of Q4 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 1,746 RH shares in Q4 2023, an estimated $377K.
  • BlackDiamond Wealth Management first reported a position in RH in Q1 2022 and held it in 7 quarters.
  • BlackDiamond Wealth Management's RH position peaked at $690K in Q2 2023.
  • 399 funds tracked by Wall St. Rank held RH as of Q4 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.