Capital Advisors Inc’s RTB Digital RTB Stock Holding History

Capital Advisors Inc’s Portfolio RTB Stock Details RTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-119	Closed	-$43K	–	257
2022 Q3	$43K	Buy	+119	New	+$42.9K	﹤0.01%	236

Other funds holding RTB

CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Advisors Inc's RTB Position: Q4 2022 in Review

Capital Advisors Inc sold out of RTB Digital (RTB) in Q4 2022, closing a stake of 119 shares — an estimated $43K sold.

Capital Advisors Inc first reported a position in RTB in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 30 funds tracked by Wall St. Rank hold RTB as of Q4 2022.

Capital Advisors Inc reported no remaining RTB Digital position as of Q4 2022 after selling out during the quarter.
Capital Advisors Inc sold 119 RTB Digital shares in Q4 2022, an estimated $43K.
Capital Advisors Inc first reported a position in RTB Digital in Q3 2022 and held it in 1 quarter.
Capital Advisors Inc's RTB Digital position peaked at $43K in Q3 2022.
30 funds tracked by Wall St. Rank held RTB Digital as of Q4 2022.

Based on Capital Advisors Inc's 13F filing for Q4 2022, filed 17 Jan 2023.