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DecisionPoint Financial’s RB Global RBA Stock Holding History

DecisionPoint Financial’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-335
Closed -$20.1K – 246
2023
Q2 		$20.1K Buy
+335
New +$18.9K 0.01% 99

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

DecisionPoint Financial's RBA Position: Q3 2023 in Review

DecisionPoint Financial sold out of RB Global (RBA) in Q3 2023, closing a stake of 335 shares — an estimated $20.1K sold.

DecisionPoint Financial first reported a position in RBA in Q2 2023 and held it in 1 quarter. The position peaked at $20.1K in Q2 2023. 385 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • DecisionPoint Financial reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 335 RB Global shares in Q3 2023, an estimated $20.1K.
  • DecisionPoint Financial first reported a position in RB Global in Q2 2023 and held it in 1 quarter.
  • DecisionPoint Financial's RB Global position peaked at $20.1K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on DecisionPoint Financial's 13F filing for Q3 2023, filed 26 Oct 2023.