CPCM
RBA icon

Cardinal Point Capital Management’s RB Global RBA Stock Holding History

Cardinal Point Capital 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
Q1 		– Sell
-6,603
Closed -$442K – 79
2023
Q4 		$442K Hold
6,603
– – 0.11% 47
2023
Q3 		$413K Buy
+6,603
New +$407K 0.11% 50

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardinal Point Capital Management's RBA Position: Q1 2024 in Review

Cardinal Point Capital Management sold out of RB Global (RBA) in Q1 2024, closing a stake of 6,603 shares — an estimated $442K sold.

Cardinal Point Capital Management first reported a position in RBA in Q3 2023 and held it in 2 quarters. The position peaked at $442K in Q4 2023. 408 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

  • Cardinal Point Capital Management reported no remaining RB Global position as of Q1 2024 after selling out during the quarter.
  • Cardinal Point Capital Management sold 6,603 RB Global shares in Q1 2024, an estimated $442K.
  • Cardinal Point Capital Management first reported a position in RB Global in Q3 2023 and held it in 2 quarters.
  • Cardinal Point Capital Management's RB Global position peaked at $442K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Cardinal Point Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.