BWL
RDUS

Bogart Wealth LLC’s Radius Recycling RDUS Stock Holding History

Bogart Wealth LLC’s Portfolio RDUS Stock Details RDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-85
Closed -$2K – 1171
2022
Q3 		$2K Hold
85
– – ﹤0.01% 838
2022
Q2 		$3K Hold
85
– – ﹤0.01% 736
2022
Q1 		$4K Hold
85
– – ﹤0.01% 609
2021
Q4 		$4K Hold
85
– – ﹤0.01% 589
2021
Q3 		$4K Hold
85
– – ﹤0.01% 569
2021
Q2 		$4K Buy
+85
New +$4.23K ﹤0.01% 542

Other funds holding RDUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bogart Wealth LLC's RDUS Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Radius Recycling (RDUS) in Q4 2022, closing a stake of 85 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in RDUS in Q2 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 166 funds tracked by Wall St. Rank hold RDUS as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Radius Recycling position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 85 Radius Recycling shares in Q4 2022, an estimated $2K.
  • Bogart Wealth LLC first reported a position in Radius Recycling in Q2 2021 and held it in 6 quarters.
  • Bogart Wealth LLC's Radius Recycling position peaked at $4K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Radius Recycling as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.