Cassady Schiller Wealth Management’s RB Global RBA Stock Holding History

Cassady Schiller Wealth 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 Q4	$1.26K	Buy	+14	New	+$1.25K	﹤0.01%	722

Other funds holding RBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cassady Schiller Wealth Management's RBA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in RB Global (RBA) in Q4 2024: 14 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings.

479 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

Cassady Schiller Wealth Management held 14 shares of RB Global worth $1.26K as of Q4 2024.
RB Global was a new Cassady Schiller Wealth Management position in Q4 2024.
RB Global made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #722 holding.
479 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.