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Encompass Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Encompass 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
Q2 		– Sell
-2,342
Closed -$422K – 293
2024
Q1 		$422K Buy
+2,342
New +$365K 0.11% 158

Other funds holding RRX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Encompass Wealth Advisors's RRX Position: Q2 2024 in Review

Encompass Wealth Advisors sold out of Regal Rexnord (RRX) in Q2 2024, closing a stake of 2,342 shares — an estimated $422K sold.

Encompass Wealth Advisors first reported a position in RRX in Q1 2024 and held it in 1 quarter. The position peaked at $422K in Q1 2024. 414 funds tracked by Wall St. Rank hold RRX as of Q2 2024.

  • Encompass Wealth Advisors reported no remaining Regal Rexnord position as of Q2 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 2,342 Regal Rexnord shares in Q2 2024, an estimated $422K.
  • Encompass Wealth Advisors first reported a position in Regal Rexnord in Q1 2024 and held it in 1 quarter.
  • Encompass Wealth Advisors's Regal Rexnord position peaked at $422K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2024.

Based on Encompass Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.