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Concord Wealth Partners’s Robert Half RHI Stock Holding History

Concord Wealth Partners’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16
Closed -$1.17K – 983
2023
Q3 		$1.17K Hold
16
– – ﹤0.01% 929
2023
Q2 		$1.2K Buy
+16
New +$1.14K ﹤0.01% 926
2023
Q1 		– Sell
-129
Closed -$9.55K – 1173
2022
Q4 		$9.55K Buy
+129
New +$9.84K ﹤0.01% 641
2022
Q3 		– Sell
-156
Closed -$12K – 916
2022
Q2 		$12K Buy
156
+75
+93% +$7.11K ﹤0.01% 655
2022
Q1 		$9K Buy
81
+1
+1% +$115 ﹤0.01% 807
2021
Q4 		$9K Buy
80
+53
+196% +$5.9K ﹤0.01% 815
2021
Q3 		$3K Sell
27
-41
-60% -$4.01K ﹤0.01% 706
2021
Q2 		$6K Buy
68
+27
+66% +$2.35K ﹤0.01% 713
2021
Q1 		$3K Buy
+41
New +$2.97K ﹤0.01% 773

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return