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Cherrydale Wealth Management’s Radiant Logistics RLGT Stock Holding History

Cherrydale Wealth Management’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,472
Closed -$75.3K – 43
2023
Q1 		$75.3K Buy
+11,472
New +$64.1K 0.06% 35

Other funds holding RLGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cherrydale Wealth Management's RLGT Position: Q2 2023 in Review

Cherrydale Wealth Management sold out of Radiant Logistics (RLGT) in Q2 2023, closing a stake of 11,472 shares — an estimated $75.3K sold.

Cherrydale Wealth Management first reported a position in RLGT in Q1 2023 and held it in 1 quarter. The position peaked at $75.3K in Q1 2023. 108 funds tracked by Wall St. Rank hold RLGT as of Q2 2023.

  • Cherrydale Wealth Management reported no remaining Radiant Logistics position as of Q2 2023 after selling out during the quarter.
  • Cherrydale Wealth Management sold 11,472 Radiant Logistics shares in Q2 2023, an estimated $75.3K.
  • Cherrydale Wealth Management first reported a position in Radiant Logistics in Q1 2023 and held it in 1 quarter.
  • Cherrydale Wealth Management's Radiant Logistics position peaked at $75.3K in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Radiant Logistics as of Q2 2023.

Based on Cherrydale Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.