CWP
RBC icon

Curated Wealth Partners’s RBC Bearings RBC Stock Holding History

Curated Wealth Partners’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
2026
Q2 		$490K Buy
30,997
+29,060
+1,500% +$17.3M 0.06% 280
2026
Q1 		$1.05M Sell
1,937
-206
-10% -$109K 0.13% 62
2025
Q4 		$961K Buy
2,143
+306
+17% +$130K 0.1% 74
2025
Q3 		$717K Buy
1,837
+46
+3% +$17.9K 0.09% 76
2025
Q2 		$689K Sell
1,791
-187
-9% -$66K 0.08% 74
2025
Q1 		$636K Sell
1,978
-11
-0.6% -$3.71K 0.08% 77
2024
Q4 		$595K Buy
1,989
+32
+2% +$9.85K 0.07% 77
2024
Q3 		$586K Sell
1,957
-95
-5% -$27.3K 0.07% 71
2024
Q2 		$554K Buy
+2,052
New +$551K 0.08% 72
2024
Q1 		– Sell
-1,944
Closed -$525K – 239
2023
Q4 		$554K Sell
1,944
-57
-3% -$14K 0.09% 84
2023
Q3 		$468K Hold
2,001
– – 0.09% 78
2023
Q2 		$435K Hold
2,001
– – 0.08% 77
2023
Q1 		$466K Hold
2,001
– – 0.1% 71
2022
Q4 		$419K Hold
2,001
– – 0.1% 71
2022
Q3 		$416K Sell
2,001
-54
-3% -$12.4K 0.12% 70
2022
Q2 		$381K Buy
2,055
+395
+24% +$70.1K 0.11% 83
2022
Q1 		$335K Hold
1,660
– – 0.11% 99
2021
Q4 		$335K Sell
1,660
-346
-17% -$74.3K 0.11% 102
2021
Q3 		$426K Buy
2,006
+314
+19% +$68.2K 0.24% 87
2021
Q2 		$337K Buy
1,692
+72
+4% +$14.2K 0.18% 105
2021
Q1 		$319K Buy
1,620
+142
+10% +$26.7K 0.2% 101
2020
Q4 		$265K Buy
+1,478
New +$226K 0.17% 117

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WA
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DLA
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RP
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YCM
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Wealth Enhancement Advisory Services
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return