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Concord Wealth Partners’s Rentokil RTO Stock Holding History

Concord Wealth Partners’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-627
Closed -$15.6K – 974
2024
Q3 		$15.6K Buy
+627
New +$18.6K ﹤0.01% 508
2023
Q4 		– Sell
-99
Closed -$3.67K – 981
2023
Q3 		$3.67K Hold
99
– – ﹤0.01% 770
2023
Q2 		$3.86K Hold
99
– – ﹤0.01% 758
2023
Q1 		$3.61K Hold
99
– – ﹤0.01% 725
2022
Q4 		$3.05K Buy
+99
New +$3.07K ﹤0.01% 862

Other funds holding RTO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Concord Wealth Partners's RTO Position: Q4 2024 in Review

Concord Wealth Partners sold out of Rentokil (RTO) in Q4 2024, closing a stake of 627 shares — an estimated $15.6K sold.

Concord Wealth Partners first reported a position in RTO in Q4 2022 and held it in 5 quarters. The position peaked at $15.6K in Q3 2024. 226 funds tracked by Wall St. Rank hold RTO as of Q4 2024.

  • Concord Wealth Partners reported no remaining Rentokil position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 627 Rentokil shares in Q4 2024, an estimated $15.6K.
  • Concord Wealth Partners first reported a position in Rentokil in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's Rentokil position peaked at $15.6K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Rentokil as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.