Financial Architects (New Jersey)’s Regal Rexnord RRX Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-15	Closed	-$1K	–	899
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	825
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	884
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	967
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	1160
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	1384
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	1287
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	1382
2018 Q2	$1K	Buy	+15	New	+$1.16K	﹤0.01%	1278
2018 Q1	–	Sell	-80	Closed	-$6K	–	1557
2017 Q4	$6K	Sell	80 -91	-53%	-$7.08K	﹤0.01%	1265
2017 Q3	$14K	Sell	171 -61	-26%	-$4.87K	﹤0.01%	1053
2017 Q2	$19K	Buy	232 +28	+14%	+$2.21K	﹤0.01%	971
2017 Q1	$15K	Sell	204 -129	-39%	-$9.51K	﹤0.01%	1025
2016 Q4	$23K	Sell	333 -208	-38%	-$13.8K	0.01%	809
2016 Q3	$32K	Hold	541	–	–	0.01%	708
2016 Q2	$30K	Buy	541 +512	+1,766%	+$30.8K	0.01%	669
2016 Q1	$2K	Buy	+29	New	+$1.62K	﹤0.01%	1065
2015 Q3	–	Sell	-74	Closed	-$5K	–	754
2015 Q2	$5K	Hold	74	–	–	﹤0.01%	965
2015 Q1	$6K	Buy	+74	New	+$5.54K	﹤0.01%	846

Other funds holding RRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Architects (New Jersey)'s RRX Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Regal Rexnord (RRX) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in RRX in Q1 2015 and held it in 18 quarters. The position peaked at $32K in Q3 2016. 282 funds tracked by Wall St. Rank hold RRX as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Regal Rexnord position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 15 Regal Rexnord shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Regal Rexnord in Q1 2015 and held it in 18 quarters.
Financial Architects (New Jersey)'s Regal Rexnord position peaked at $32K in Q3 2016.
282 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.