CFM Wealth Partners’s RB Global RBA Stock Holding History

CFM Wealth Partners’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
2021 Q4	–	Sell	-4,291	Closed	-$264K	–	187
2021 Q3	$264K	Hold	4,291	–	–	0.07%	155
2021 Q2	$254K	Sell	4,291 -1	-0%	-$62	0.07%	150
2021 Q1	$251K	Sell	4,292 -340	-7%	-$19.9K	0.08%	142
2020 Q4	$322K	Sell	4,632 -94	-2%	-$6.22K	0.1%	113
2020 Q3	$280K	Hold	4,726	–	–	0.1%	117
2020 Q2	$192K	Sell	4,726 -320	-6%	-$13.1K	0.07%	150
2020 Q1	$173K	Buy	+5,046	New	+$202K	0.08%	144

Other funds holding RBA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CFM Wealth Partners's RBA Position: Q4 2021 in Review

CFM Wealth Partners sold out of RB Global (RBA) in Q4 2021, closing a stake of 4,291 shares — an estimated $264K sold.

CFM Wealth Partners first reported a position in RBA in Q1 2020 and held it in 7 quarters. The position peaked at $322K in Q4 2020. 287 funds tracked by Wall St. Rank hold RBA as of Q4 2021.

CFM Wealth Partners reported no remaining RB Global position as of Q4 2021 after selling out during the quarter.
CFM Wealth Partners sold 4,291 RB Global shares in Q4 2021, an estimated $264K.
CFM Wealth Partners first reported a position in RB Global in Q1 2020 and held it in 7 quarters.
CFM Wealth Partners's RB Global position peaked at $322K in Q4 2020.
287 funds tracked by Wall St. Rank held RB Global as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.