Carolinas Wealth Consulting’s Reliance Steel & Aluminium RS Stock Holding History

Carolinas Wealth Consulting’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-31	Closed	-$8.85K	–	1091
2024 Q2	$8.85K	Sell	31 -5	-14%	-$1.51K	﹤0.01%	576
2024 Q1	$12K	Hold	36	–	–	﹤0.01%	541
2023 Q4	$10.1K	Sell	36 -2	-5%	-$531	﹤0.01%	541
2023 Q3	$9.67K	Sell	38 -10	-21%	-$2.77K	﹤0.01%	524
2023 Q2	$13K	Sell	48 -20	-29%	-$4.95K	﹤0.01%	554
2023 Q1	$17.5K	Hold	68	–	–	﹤0.01%	513
2022 Q4	$13.8K	Hold	68	–	–	﹤0.01%	563
2022 Q3	$12K	Sell	68 -12	-15%	-$2.21K	﹤0.01%	540
2022 Q2	$14K	Sell	80 -21	-21%	-$3.92K	﹤0.01%	522
2022 Q1	$19K	Sell	101 -6	-6%	-$1.04K	﹤0.01%	493
2021 Q4	$17K	Hold	107	–	–	﹤0.01%	528
2021 Q3	$15K	Hold	107	–	–	﹤0.01%	525
2021 Q2	$16K	Sell	107 -5	-4%	-$812	﹤0.01%	541
2021 Q1	$17K	Sell	112 -1	-0.9%	-$135	﹤0.01%	540
2020 Q4	$14K	Hold	113	–	–	﹤0.01%	535
2020 Q3	$12K	Buy	+113	New	+$11.5K	﹤0.01%	458

Other funds holding RS

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolinas Wealth Consulting's RS Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Reliance Steel & Aluminium (RS) in Q3 2024, closing a stake of 31 shares — an estimated $8.85K sold.

Carolinas Wealth Consulting first reported a position in RS in Q3 2020 and held it in 16 quarters. The position peaked at $19K in Q1 2022. 588 funds tracked by Wall St. Rank hold RS as of Q3 2024.

Carolinas Wealth Consulting reported no remaining Reliance Steel & Aluminium position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 31 Reliance Steel & Aluminium shares in Q3 2024, an estimated $8.85K.
Carolinas Wealth Consulting first reported a position in Reliance Steel & Aluminium in Q3 2020 and held it in 16 quarters.
Carolinas Wealth Consulting's Reliance Steel & Aluminium position peaked at $19K in Q1 2022.
588 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.