BBPWM
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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 – 712
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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return