CS
RBT

Clear Street’s Rubicon Technologies, Inc. RBT Stock Holding History

Clear Street’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,021
Closed -$8.36K – 1181
2023
Q3 		$8.36K Buy
+4,021
New +$18.9K ﹤0.01% 568

Other funds holding RBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clear Street's RBT Position: Q4 2023 in Review

Clear Street sold out of Rubicon Technologies, Inc. (RBT) in Q4 2023, closing a stake of 4,021 shares — an estimated $8.36K sold.

Clear Street first reported a position in RBT in Q3 2023 and held it in 1 quarter. The position peaked at $8.36K in Q3 2023. 35 funds tracked by Wall St. Rank hold RBT as of Q4 2023.

  • Clear Street reported no remaining Rubicon Technologies, Inc. position as of Q4 2023 after selling out during the quarter.
  • Clear Street sold 4,021 Rubicon Technologies, Inc. shares in Q4 2023, an estimated $8.36K.
  • Clear Street first reported a position in Rubicon Technologies, Inc. in Q3 2023 and held it in 1 quarter.
  • Clear Street's Rubicon Technologies, Inc. position peaked at $8.36K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q4 2023.

Based on Clear Street's 13F filing for Q4 2023, filed 14 Feb 2024.