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Cherry Tree Wealth Management’s RB Global RBA Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-92
Closed -$6.15K – 619
2023
Q4 		$6.15K Hold
92
– – ﹤0.01% 411
2023
Q3 		$5.75K Hold
92
– – ﹤0.01% 390
2023
Q2 		$5.52K Buy
+92
New +$5.19K ﹤0.01% 390

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 $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's RBA Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of RB Global (RBA) in Q1 2024, closing a stake of 92 shares — an estimated $6.15K sold.

Cherry Tree Wealth Management first reported a position in RBA in Q2 2023 and held it in 3 quarters. The position peaked at $6.15K in Q4 2023. 409 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining RB Global position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 92 RB Global shares in Q1 2024, an estimated $6.15K.
  • Cherry Tree Wealth Management first reported a position in RB Global in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's RB Global position peaked at $6.15K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.