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Bogart Wealth LLC’s Rentokil RTO Stock Holding History

Bogart Wealth LLC’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-72
Closed -$2.06K – 1107
2023
Q4 		$2.06K Hold
72
– – ﹤0.01% 895
2023
Q3 		$2.67K Hold
72
– – ﹤0.01% 843
2023
Q2 		$2.81K Hold
72
– – ﹤0.01% 831
2023
Q1 		$2.63K Buy
+72
New +$2.27K ﹤0.01% 859

Other funds holding RTO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bogart Wealth LLC's RTO Position: Q1 2024 in Review

Bogart Wealth LLC sold out of Rentokil (RTO) in Q1 2024, closing a stake of 72 shares — an estimated $2.06K sold.

Bogart Wealth LLC first reported a position in RTO in Q1 2023 and held it in 4 quarters. The position peaked at $2.81K in Q2 2023. 228 funds tracked by Wall St. Rank hold RTO as of Q1 2024.

  • Bogart Wealth LLC reported no remaining Rentokil position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 72 Rentokil shares in Q1 2024, an estimated $2.06K.
  • Bogart Wealth LLC first reported a position in Rentokil in Q1 2023 and held it in 4 quarters.
  • Bogart Wealth LLC's Rentokil position peaked at $2.81K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Rentokil as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.