Confluence Wealth Services
RHI icon

Confluence Wealth Services’s Robert Half RHI Stock Holding History

Confluence Wealth Services’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
2024
Q4 		– Sell
-11,834
Closed -$798K – 348
2024
Q3 		$798K Buy
11,834
+2,448
+26% +$155K 0.06% 174
2024
Q2 		$601K Buy
9,386
+3,167
+51% +$217K 0.05% 205
2024
Q1 		$493K Buy
6,219
+3,677
+145% +$296K 0.04% 210
2023
Q4 		$223K Buy
+2,542
New +$202K 0.02% 274

Other funds holding RHI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Confluence Wealth Services's RHI Position: Q4 2024 in Review

Confluence Wealth Services sold out of Robert Half (RHI) in Q4 2024, closing a stake of 11,834 shares — an estimated $798K sold.

Confluence Wealth Services first reported a position in RHI in Q4 2023 and held it in 4 quarters. The position peaked at $798K in Q3 2024. 459 funds tracked by Wall St. Rank hold RHI as of Q4 2024.

  • Confluence Wealth Services reported no remaining Robert Half position as of Q4 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 11,834 Robert Half shares in Q4 2024, an estimated $798K.
  • Confluence Wealth Services first reported a position in Robert Half in Q4 2023 and held it in 4 quarters.
  • Confluence Wealth Services's Robert Half position peaked at $798K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Robert Half as of Q4 2024.

Based on Confluence Wealth Services's 13F filing for Q4 2024, filed 27 Jan 2025.