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Exencial Wealth Advisors’s Robert Half RHI Stock Holding History

Exencial Wealth Advisors’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,147
Closed -$239K – 487
2021
Q4 		$239K Buy
2,147
+50
+2% +$5.57K 0.01% 426
2021
Q3 		$210K Sell
2,097
-7,704
-79% -$754K 0.01% 310
2021
Q2 		$872K Buy
9,801
+5,317
+119% +$464K 0.05% 251
2021
Q1 		$350K Buy
+4,484
New +$325K 0.02% 329

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Exencial Wealth Advisors's RHI Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of Robert Half (RHI) in Q1 2022, closing a stake of 2,147 shares — an estimated $239K sold.

Exencial Wealth Advisors first reported a position in RHI in Q1 2021 and held it in 4 quarters. The position peaked at $872K in Q2 2021. 618 funds tracked by Wall St. Rank hold RHI as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining Robert Half position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 2,147 Robert Half shares in Q1 2022, an estimated $239K.
  • Exencial Wealth Advisors first reported a position in Robert Half in Q1 2021 and held it in 4 quarters.
  • Exencial Wealth Advisors's Robert Half position peaked at $872K in Q2 2021.
  • 618 funds tracked by Wall St. Rank held Robert Half as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.