BWM
RRX icon

Buckley Wealth Management’s Regal Rexnord RRX Stock Holding History

Buckley Wealth Management’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
-1,553
Closed -$239K – 121
2023
Q2 		$239K Buy
+1,553
New +$211K 0.08% 115
2022
Q2 		– Sell
-1,531
Closed -$228K – 156
2022
Q1 		$228K Buy
+1,531
New +$245K 0.06% 144

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Buckley Wealth Management's RRX Position: Q3 2023 in Review

Buckley Wealth Management sold out of Regal Rexnord (RRX) in Q3 2023, closing a stake of 1,553 shares — an estimated $239K sold.

Buckley Wealth Management first reported a position in RRX in Q1 2022 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

  • Buckley Wealth Management reported no remaining Regal Rexnord position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 1,553 Regal Rexnord shares in Q3 2023, an estimated $239K.
  • Buckley Wealth Management first reported a position in Regal Rexnord in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's Regal Rexnord position peaked at $239K in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.