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Congress Wealth Management’s Revolve Group RVLV Stock Holding History

Congress Wealth Management’s Portfolio RVLV Stock Details RVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-77,151
Closed -$1.72M – 573
2022
Q4 		$1.72M Sell
77,151
-11,427
-13% -$274K 0.04% 279
2022
Q3 		$1.92M Buy
88,578
+4,745
+6% +$125K 0.05% 276
2022
Q2 		$2.17M Buy
+83,833
New +$3.1M 0.06% 271

Other funds holding RVLV

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Congress Wealth Management's RVLV Position: Q1 2023 in Review

Congress Wealth Management sold out of Revolve Group (RVLV) in Q1 2023, closing a stake of 77,151 shares — an estimated $1.72M sold.

Congress Wealth Management first reported a position in RVLV in Q2 2022 and held it in 3 quarters. The position peaked at $2.17M in Q2 2022. 205 funds tracked by Wall St. Rank hold RVLV as of Q1 2023.

  • Congress Wealth Management reported no remaining Revolve Group position as of Q1 2023 after selling out during the quarter.
  • Congress Wealth Management sold 77,151 Revolve Group shares in Q1 2023, an estimated $1.72M.
  • Congress Wealth Management first reported a position in Revolve Group in Q2 2022 and held it in 3 quarters.
  • Congress Wealth Management's Revolve Group position peaked at $2.17M in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Revolve Group as of Q1 2023.

Based on Congress Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.