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Blue Bell Private Wealth Management’s RH RH Stock Holding History

Blue Bell Private 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
2024
Q3 		– Sell
-1
Closed -$244 – 711
2024
Q2 		$244 Hold
1
– – ﹤0.01% 703
2024
Q1 		$348 Hold
1
– – ﹤0.01% 712
2023
Q4 		$291 Hold
1
– – ﹤0.01% 711
2023
Q3 		$264 Sell
1
-11
-92% -$3.82K ﹤0.01% 670
2023
Q2 		$3.96K Hold
12
– – ﹤0.01% 528
2023
Q1 		$2.92K Hold
12
– – ﹤0.01% 518
2022
Q4 		$3.21K Hold
12
– – ﹤0.01% 526
2022
Q3 		$3K Hold
12
– – ﹤0.01% 560
2022
Q2 		$3K Buy
12
+1
+9% +$297 ﹤0.01% 602
2022
Q1 		$4K Hold
11
– – ﹤0.01% 598
2021
Q4 		$6K Buy
+11
New +$6.77K ﹤0.01% 504

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's RH Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of RH (RH) in Q3 2024, closing a stake of 1 share — an estimated $244 sold.

Blue Bell Private Wealth Management first reported a position in RH in Q4 2021 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 389 funds tracked by Wall St. Rank hold RH as of Q3 2024.

  • Blue Bell Private Wealth Management reported no remaining RH position as of Q3 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1 RH share in Q3 2024, an estimated $244.
  • Blue Bell Private Wealth Management first reported a position in RH in Q4 2021 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's RH position peaked at $6K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held RH as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.