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Cetera Advisors’s RB Global RBA Stock Holding History

Cetera Advisors’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
Q1 		$570K Buy
7,488
+1,472
+24% +$103K ﹤0.01% 1518
2023
Q4 		$402K Buy
6,016
+1,639
+37% +$105K 0.01% 1258
2023
Q3 		$274K Sell
4,377
-291
-6% -$17.9K ﹤0.01% 1370
2023
Q2 		$280K Sell
4,668
-7
-0.1% -$395 ﹤0.01% 1344
2023
Q1 		$263K Buy
+4,675
New +$276K ﹤0.01% 1349

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's RBA Position: Q1 2024 in Review

Cetera Advisors increased its RB Global (RBA) stake by 24% in Q1 2024, buying an estimated $103K and bringing the position to 7,488 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Cetera Advisors first reported a position in RBA in Q1 2023 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

  • Cetera Advisors held 7,488 shares of RB Global worth $570K as of Q1 2024.
  • Cetera Advisors bought 1,472 RB Global shares in Q1 2024, an estimated $103K.
  • RB Global made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1518 holding.
  • Cetera Advisors first reported a position in RB Global in Q1 2023 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.