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Crewe Advisors’s Regal Rexnord RRX Stock Holding History

Crewe Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.99K Hold
32
– – ﹤0.01% 747
2025
Q4 		$4.49K Hold
32
– – ﹤0.01% 745
2025
Q3 		$4.59K Buy
+32
New +$4.72K ﹤0.01% 741
2024
Q3 		– Sell
-25
Closed -$3.38K – 944
2024
Q2 		$3.38K Hold
25
– – ﹤0.01% 847
2024
Q1 		$4.5K Sell
25
-55
-69% -$8.57K ﹤0.01% 746
2023
Q4 		$11.8K Hold
80
– – ﹤0.01% 200
2023
Q3 		$11.4K Hold
80
– – ﹤0.01% 237
2023
Q2 		$12.3K Buy
80
+55
+220% +$7.49K ﹤0.01% 392
2023
Q1 		$3.52K Sell
25
-80
-76% -$11.6K ﹤0.01% 674
2022
Q4 		$12.6K Hold
105
– – ﹤0.01% 510
2022
Q3 		$15K Hold
105
– – ﹤0.01% 551
2022
Q2 		$12K Buy
105
+25
+31% +$3.18K ﹤0.01% 555
2022
Q1 		$12K Hold
80
– – ﹤0.01% 344
2021
Q4 		$14K Buy
+80
New +$12.7K ﹤0.01% 302
2020
Q4 		– Sell
-27
Closed -$3K – 617
2020
Q3 		$3K Buy
+27
New +$2.56K ﹤0.01% 455

Other funds holding RRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return