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Delos Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-5
Closed -$741 – 446
2023
Q4 		$741 Hold
5
– – ﹤0.01% 215
2023
Q3 		$811 Hold
5
– – ﹤0.01% 242
2023
Q2 		$770 Hold
5
– – ﹤0.01% 243
2023
Q1 		$704 Hold
5
– – ﹤0.01% 255
2022
Q4 		$600 Hold
5
– – ﹤0.01% 277
2022
Q3 		$1K Buy
+5
New +$672 ﹤0.01% 268

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Delos Wealth Advisors's RRX Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Regal Rexnord (RRX) in Q1 2024, closing a stake of 5 shares — an estimated $741 sold.

Delos Wealth Advisors first reported a position in RRX in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 436 funds tracked by Wall St. Rank hold RRX as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Regal Rexnord position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 5 Regal Rexnord shares in Q1 2024, an estimated $741.
  • Delos Wealth Advisors first reported a position in Regal Rexnord in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Regal Rexnord position peaked at $1K in Q3 2022.
  • 436 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.