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Brophy Wealth Management’s RB Global RBA Stock Holding History

Brophy Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$600K Buy
+7,455
New +$605K 0.21% 107

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brophy Wealth Management's RBA Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in RB Global (RBA) in Q3 2024: 7,455 shares worth $600K. The stake represents 0.21% of the portfolio and ranks #107 among its holdings.

445 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

  • Brophy Wealth Management held 7,455 shares of RB Global worth $600K as of Q3 2024.
  • RB Global was a new Brophy Wealth Management position in Q3 2024.
  • RB Global made up 0.21% of Brophy Wealth Management's portfolio in Q3 2024, its #107 holding.
  • 445 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.