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Destiny Wealth Partners’s RB Global RBA Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-205
Closed -$11.9K – 529
2022
Q4 		$11.9K Buy
205
+113
+123% +$6.58K ﹤0.01% 462
2022
Q3 		$6K Hold
92
– – ﹤0.01% 480
2022
Q2 		$6K Buy
+92
New +$5.4K ﹤0.01% 504

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destiny Wealth Partners's RBA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of RB Global (RBA) in Q1 2023, closing a stake of 205 shares — an estimated $11.9K sold.

Destiny Wealth Partners first reported a position in RBA in Q2 2022 and held it in 3 quarters. The position peaked at $11.9K in Q4 2022. 455 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

  • Destiny Wealth Partners reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 205 RB Global shares in Q1 2023, an estimated $11.9K.
  • Destiny Wealth Partners first reported a position in RB Global in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's RB Global position peaked at $11.9K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.