Evoke Wealth’s Regal Rexnord RRX Stock Holding History

Evoke Wealth’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
2021 Q2	–	Sell	-37	Closed	-$5K	–	1218
2021 Q1	$5K	Buy	+37	New	+$5.08K	﹤0.01%	866

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Evoke Wealth's RRX Position: Q2 2021 in Review

Evoke Wealth sold out of Regal Rexnord (RRX) in Q2 2021, closing a stake of 37 shares — an estimated $5K sold.

Evoke Wealth first reported a position in RRX in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 332 funds tracked by Wall St. Rank hold RRX as of Q2 2021.

Evoke Wealth reported no remaining Regal Rexnord position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 37 Regal Rexnord shares in Q2 2021, an estimated $5K.
Evoke Wealth first reported a position in Regal Rexnord in Q1 2021 and held it in 1 quarter.
Evoke Wealth's Regal Rexnord position peaked at $5K in Q1 2021.
332 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.