Cassady Schiller Wealth Management’s Regal Rexnord RRX Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$465	Buy	+3	New	+$507	﹤0.01%	998

Other funds holding RRX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Cassady Schiller Wealth Management opened a new position in Regal Rexnord (RRX) in Q4 2024: 3 shares worth $465. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

439 funds tracked by Wall St. Rank hold RRX as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Regal Rexnord worth $465 as of Q4 2024.
Regal Rexnord was a new Cassady Schiller Wealth Management position in Q4 2024.
Regal Rexnord made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #998 holding.
439 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2024.

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