Buck Wealth Strategies’s Regal Rexnord RRX Stock Holding History

Buck Wealth Strategies’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-107	Closed	-$16.5K	–	389
2023 Q2	$16.5K	Buy	+107	New	+$14.6K	0.01%	123

Other funds holding RRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Buck Wealth Strategies's RRX Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Regal Rexnord (RRX) in Q3 2023, closing a stake of 107 shares — an estimated $16.5K sold.

Buck Wealth Strategies first reported a position in RRX in Q2 2023 and held it in 1 quarter. The position peaked at $16.5K in Q2 2023. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

Buck Wealth Strategies reported no remaining Regal Rexnord position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 107 Regal Rexnord shares in Q3 2023, an estimated $16.5K.
Buck Wealth Strategies first reported a position in Regal Rexnord in Q2 2023 and held it in 1 quarter.
Buck Wealth Strategies's Regal Rexnord position peaked at $16.5K in Q2 2023.
421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.