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Capital Performance Advisors’s RH RH Stock Holding History

Capital Performance Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed -$7.36K – 2119
2024
Q3 		$7.36K Buy
+22
New +$6.06K ﹤0.01% 956

Other funds holding RH

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Capital Performance Advisors's RH Position: Q4 2024 in Review

Capital Performance Advisors sold out of RH (RH) in Q4 2024, closing a stake of 22 shares — an estimated $7.36K sold.

Capital Performance Advisors first reported a position in RH in Q3 2024 and held it in 1 quarter. The position peaked at $7.36K in Q3 2024. 424 funds tracked by Wall St. Rank hold RH as of Q4 2024.

  • Capital Performance Advisors reported no remaining RH position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 22 RH shares in Q4 2024, an estimated $7.36K.
  • Capital Performance Advisors first reported a position in RH in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's RH position peaked at $7.36K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held RH as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.