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CSat Investment Advisory’s Regal Rexnord RRX Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-126
Closed -$12K – 871
2020
Q3 		$12K Buy
126
+15
+14% +$1.42K ﹤0.01% 1009
2020
Q2 		$10K Sell
111
-16
-13% -$1.2K ﹤0.01% 1044
2020
Q1 		$8K Buy
127
+26
+26% +$2.04K ﹤0.01% 960
2019
Q4 		$9K Buy
101
+12
+13% +$951 ﹤0.01% 1012
2019
Q3 		$6K Buy
89
+12
+16% +$906 ﹤0.01% 1032
2019
Q2 		$6K Buy
+77
New +$6.2K ﹤0.01% 1031

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CSat Investment Advisory sold out of Regal Rexnord (RRX) in Q4 2020, closing a stake of 126 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in RRX in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q3 2020. 343 funds tracked by Wall St. Rank hold RRX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Regal Rexnord position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 126 Regal Rexnord shares in Q4 2020, an estimated $12K.
  • CSat Investment Advisory first reported a position in Regal Rexnord in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Regal Rexnord position peaked at $12K in Q3 2020.
  • 343 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2020.

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