CWC
RBA icon

Carolinas Wealth Consulting’s RB Global RBA Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-73
Closed -$4K – 1004
2020
Q3 		$4K Buy
+73
New +$3.85K ﹤0.01% 604

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Carolinas Wealth Consulting's RBA Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of RB Global (RBA) in Q4 2020, closing a stake of 73 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in RBA in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 284 funds tracked by Wall St. Rank hold RBA as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining RB Global position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 73 RB Global shares in Q4 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in RB Global in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's RB Global position peaked at $4K in Q3 2020.
  • 284 funds tracked by Wall St. Rank held RB Global as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.