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Financial Advocates Investment Management’s Regal Rexnord RRX Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-48,469
Closed -$3.2M – 848
2022
Q3 		$3.2M Buy
+48,469
New +$6.51M 0.26% 100

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Advocates Investment Management's RRX Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Regal Rexnord (RRX) in Q4 2022, closing a stake of 48,469 shares — an estimated $3.2M sold.

Financial Advocates Investment Management first reported a position in RRX in Q3 2022 and held it in 1 quarter. The position peaked at $3.2M in Q3 2022. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Regal Rexnord position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 48,469 Regal Rexnord shares in Q4 2022, an estimated $3.2M.
  • Financial Advocates Investment Management first reported a position in Regal Rexnord in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Regal Rexnord position peaked at $3.2M in Q3 2022.
  • 429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.