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Fernwood Investment Management’s RB Global RBA Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-812
Closed -$61.9K – 582
2024
Q1 		$61.9K Buy
+812
New +$56.7K 0.02% 324

Other funds holding RBA

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fernwood Investment Management's RBA Position: Q2 2024 in Review

Fernwood Investment Management sold out of RB Global (RBA) in Q2 2024, closing a stake of 812 shares — an estimated $61.9K sold.

Fernwood Investment Management first reported a position in RBA in Q1 2024 and held it in 1 quarter. The position peaked at $61.9K in Q1 2024. 420 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

  • Fernwood Investment Management reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 812 RB Global shares in Q2 2024, an estimated $61.9K.
  • Fernwood Investment Management first reported a position in RB Global in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's RB Global position peaked at $61.9K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.