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CSat Investment Advisory’s RBC Bearings RBC Stock Holding History

CSat Investment Advisory’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-98
Closed -$12K – 858
2020
Q3 		$12K Buy
98
+14
+17% +$1.79K ﹤0.01% 1008
2020
Q2 		$11K Buy
+84
New +$10.7K ﹤0.01% 1021

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

CSat Investment Advisory's RBC Position: Q4 2020 in Review

CSat Investment Advisory sold out of RBC Bearings (RBC) in Q4 2020, closing a stake of 98 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in RBC in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 236 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

  • CSat Investment Advisory reported no remaining RBC Bearings position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 98 RBC Bearings shares in Q4 2020, an estimated $12K.
  • CSat Investment Advisory first reported a position in RBC Bearings in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's RBC Bearings position peaked at $12K in Q3 2020.
  • 236 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.