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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 – 977
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 – 1172
2022
Q4 		$9.55K Buy
+129
New +$9.84K ﹤0.01% 641
2022
Q3 		– Sell
-156
Closed -$12K – 915
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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Concord Wealth Partners's RHI Position: Q4 2023 in Review

Concord Wealth Partners sold out of Robert Half (RHI) in Q4 2023, closing a stake of 16 shares — an estimated $1.17K sold.

Concord Wealth Partners first reported a position in RHI in Q1 2021 and held it in 9 quarters. The position peaked at $12K in Q2 2022. 534 funds tracked by Wall St. Rank hold RHI as of Q4 2023.

  • Concord Wealth Partners reported no remaining Robert Half position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 16 Robert Half shares in Q4 2023, an estimated $1.17K.
  • Concord Wealth Partners first reported a position in Robert Half in Q1 2021 and held it in 9 quarters.
  • Concord Wealth Partners's Robert Half position peaked at $12K in Q2 2022.
  • 534 funds tracked by Wall St. Rank held Robert Half as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.