Center for Financial Planning’s RH RH Stock Holding History

Center for Financial Planning’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21	Closed	-$5.61K	–	555
2022 Q4	$5.61K	Buy	+21	New	+$5.47K	﹤0.01%	403

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Center for Financial Planning's RH Position: Q1 2023 in Review

Center for Financial Planning sold out of RH (RH) in Q1 2023, closing a stake of 21 shares — an estimated $5.61K sold.

Center for Financial Planning first reported a position in RH in Q4 2022 and held it in 1 quarter. The position peaked at $5.61K in Q4 2022. 404 funds tracked by Wall St. Rank hold RH as of Q1 2023.

Center for Financial Planning reported no remaining RH position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 21 RH shares in Q1 2023, an estimated $5.61K.
Center for Financial Planning first reported a position in RH in Q4 2022 and held it in 1 quarter.
Center for Financial Planning's RH position peaked at $5.61K in Q4 2022.
404 funds tracked by Wall St. Rank held RH as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.