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Cetera Advisors’s Regal Rexnord RRX Stock Holding History

Cetera Advisors’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
Q1 		$218K Sell
1,212
-527
-30% -$82.1K ﹤0.01% 2161
2023
Q4 		$257K Buy
1,739
+71
+4% +$8.96K ﹤0.01% 1508
2023
Q3 		$238K Buy
1,668
+219
+15% +$33.7K ﹤0.01% 1446
2023
Q2 		$223K Buy
+1,449
New +$197K ﹤0.01% 1452
2021
Q2 		– Sell
-6,920
Closed -$987K – 1352
2021
Q1 		$987K Buy
+6,920
New +$950K 0.03% 486

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cetera Advisors's RRX Position: Q1 2024 in Review

Cetera Advisors reduced its Regal Rexnord (RRX) stake by 30% in Q1 2024, selling an estimated $82.1K and leaving 1,212 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Cetera Advisors first reported a position in RRX in Q1 2021 and has held it in 5 quarters since. The position peaked at $987K in Q1 2021. 436 funds tracked by Wall St. Rank hold RRX as of Q1 2024.

  • Cetera Advisors held 1,212 shares of Regal Rexnord worth $218K as of Q1 2024.
  • Cetera Advisors sold 527 Regal Rexnord shares in Q1 2024, an estimated $82.1K.
  • Regal Rexnord made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2161 holding.
  • Cetera Advisors first reported a position in Regal Rexnord in Q1 2021 and has held it in 5 quarters since.
  • Cetera Advisors's Regal Rexnord position peaked at $987K in Q1 2021.
  • 436 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2024.

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