CreativeOne Wealth’s Robert Half RHI Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-5,104	Closed	-$377K	–	829
2022 Q4	$377K	Sell	5,104 -1,015	-17%	-$77.4K	0.02%	509
2022 Q3	$468K	Buy	+6,119	New	+$478K	0.03%	425
2022 Q1	–	Sell	-2,142	Closed	-$239K	–	802
2021 Q4	$239K	Buy	+2,142	New	+$239K	0.01%	658
2021 Q1	–	Sell	-3,237	Closed	-$202K	–	604
2020 Q4	$202K	Buy	+3,237	New	+$193K	0.02%	487

Other funds holding RHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

CreativeOne Wealth's RHI Position: Q1 2023 in Review

CreativeOne Wealth sold out of Robert Half (RHI) in Q1 2023, closing a stake of 5,104 shares — an estimated $377K sold.

CreativeOne Wealth first reported a position in RHI in Q4 2020 and held it in 4 quarters. The position peaked at $468K in Q3 2022. 538 funds tracked by Wall St. Rank hold RHI as of Q1 2023.

CreativeOne Wealth reported no remaining Robert Half position as of Q1 2023 after selling out during the quarter.
CreativeOne Wealth sold 5,104 Robert Half shares in Q1 2023, an estimated $377K.
CreativeOne Wealth first reported a position in Robert Half in Q4 2020 and held it in 4 quarters.
CreativeOne Wealth's Robert Half position peaked at $468K in Q3 2022.
538 funds tracked by Wall St. Rank held Robert Half as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.