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Carroll Financial Associates’s Regal Rexnord RRX Stock Holding History

Carroll Financial Associates’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4
Closed – – 1882
2021
Q3 		$0 Buy
+4
New +$574 ﹤0.01% 1915

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Dimensional Fund Advisors
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Massachusetts Financial Services
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carroll Financial Associates's RRX Position: Q4 2021 in Review

Carroll Financial Associates sold out of Regal Rexnord (RRX) in Q4 2021, closing a stake of 4 shares.

Carroll Financial Associates first reported a position in RRX in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 428 funds tracked by Wall St. Rank hold RRX as of Q4 2021.

  • Carroll Financial Associates reported no remaining Regal Rexnord position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 4 Regal Rexnord shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Regal Rexnord in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Regal Rexnord position peaked at $0 in Q3 2021.
  • 428 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.