Crewe Advisors’s Resources Connection RGP Stock Holding History

Crewe Advisors’s Portfolio RGP Stock Details RGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-220	Closed	-$4K	–	1217
2022 Q3	$4K	Hold	220	–	–	﹤0.01%	908
2022 Q2	$4K	Buy	+220	New	+$3.93K	﹤0.01%	833

Other funds holding RGP

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Crewe Advisors's RGP Position: Q4 2022 in Review

Crewe Advisors sold out of Resources Connection (RGP) in Q4 2022, closing a stake of 220 shares — an estimated $4K sold.

Crewe Advisors first reported a position in RGP in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 178 funds tracked by Wall St. Rank hold RGP as of Q4 2022.

Crewe Advisors reported no remaining Resources Connection position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 220 Resources Connection shares in Q4 2022, an estimated $4K.
Crewe Advisors first reported a position in Resources Connection in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Resources Connection position peaked at $4K in Q3 2022.
178 funds tracked by Wall St. Rank held Resources Connection as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.