CWM
RVLV icon

Castle Wealth Management’s Revolve Group RVLV Stock Holding History

Castle Wealth Management’s Portfolio RVLV Stock Details RVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,439
Closed -$53K – 514
2022
Q3 		$53K Hold
2,439
– – 0.03% 208
2022
Q2 		$63K Buy
+2,439
New +$90.1K 0.04% 189

Other funds holding RVLV

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Castle Wealth Management's RVLV Position: Q4 2022 in Review

Castle Wealth Management sold out of Revolve Group (RVLV) in Q4 2022, closing a stake of 2,439 shares — an estimated $53K sold.

Castle Wealth Management first reported a position in RVLV in Q2 2022 and held it in 2 quarters. The position peaked at $63K in Q2 2022. 209 funds tracked by Wall St. Rank hold RVLV as of Q4 2022.

  • Castle Wealth Management reported no remaining Revolve Group position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,439 Revolve Group shares in Q4 2022, an estimated $53K.
  • Castle Wealth Management first reported a position in Revolve Group in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Revolve Group position peaked at $63K in Q2 2022.
  • 209 funds tracked by Wall St. Rank held Revolve Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.