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Core Wealth Advisors (Florida)’s RH RH Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-193
Closed -$67.2K – 203
2024
Q1 		$67.2K Hold
193
– – 0.02% 94
2023
Q4 		$56.3K Hold
193
– – 0.02% 93
2023
Q3 		$51K Buy
+193
New +$67.1K 0.02% 77
2022
Q4 		– Sell
-35
Closed -$9K – 267
2022
Q3 		$9K Hold
35
– – 0.01% 146
2022
Q2 		$7K Buy
+35
New +$10.4K ﹤0.01% 163

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Core Wealth Advisors (Florida)'s RH Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of RH (RH) in Q2 2024, closing a stake of 193 shares — an estimated $67.2K sold.

Core Wealth Advisors (Florida) first reported a position in RH in Q2 2022 and held it in 5 quarters. The position peaked at $67.2K in Q1 2024. 361 funds tracked by Wall St. Rank hold RH as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining RH position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 193 RH shares in Q2 2024, an estimated $67.2K.
  • Core Wealth Advisors (Florida) first reported a position in RH in Q2 2022 and held it in 5 quarters.
  • Core Wealth Advisors (Florida)'s RH position peaked at $67.2K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held RH as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.