EWM
RGP icon

Empirical Wealth Management’s Resources Connection RGP Stock Holding History

Empirical Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31,485
Closed -$348K – 601
2024
Q2 		$348K Buy
31,485
+14,912
+90% +$168K 0.01% 425
2024
Q1 		$218K Buy
16,573
+2,353
+17% +$31.4K 0.01% 492
2023
Q4 		$201K Buy
14,220
+479
+3% +$6.7K 0.01% 476
2023
Q3 		$205K Buy
+13,741
New +$216K 0.01% 443

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's RGP Position: Q3 2024 in Review

Empirical Wealth Management sold out of Resources Connection (RGP) in Q3 2024, closing a stake of 31,485 shares — an estimated $348K sold.

Empirical Wealth Management first reported a position in RGP in Q3 2023 and held it in 4 quarters. The position peaked at $348K in Q2 2024. 171 funds tracked by Wall St. Rank hold RGP as of Q3 2024.

  • Empirical Wealth Management reported no remaining Resources Connection position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 31,485 Resources Connection shares in Q3 2024, an estimated $348K.
  • Empirical Wealth Management first reported a position in Resources Connection in Q3 2023 and held it in 4 quarters.
  • Empirical Wealth Management's Resources Connection position peaked at $348K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Resources Connection as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.