Financial Gravity Asset Management’s Resources Connection RGP Stock Holding History

Financial Gravity Asset Management’s Portfolio RGP Stock Details RGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16	Closed	-$236	–	1664
2023 Q2	$236	Sell	16 -1	-6%	-$16	﹤0.01%	1149
2023 Q1	$1	Sell	17 -1	-6%	-$18	﹤0.01%	1077
2022 Q4	$171	Buy	+18	New	+$331	﹤0.01%	1011
2019 Q2	–	Sell	-300	Closed	-$5K	–	1585
2019 Q1	$5K	Buy	+300	New	+$5.01K	﹤0.01%	698
2018 Q2	–	Sell	-34	Closed	-$1K	–	1574
2018 Q1	$1K	Buy	+34	New	+$544	﹤0.01%	1229

Other funds holding RGP

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's RGP Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Resources Connection (RGP) in Q3 2023, closing a stake of 16 shares — an estimated $236 sold.

Financial Gravity Asset Management first reported a position in RGP in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 162 funds tracked by Wall St. Rank hold RGP as of Q3 2023.

Financial Gravity Asset Management reported no remaining Resources Connection position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 16 Resources Connection shares in Q3 2023, an estimated $236.
Financial Gravity Asset Management first reported a position in Resources Connection in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Resources Connection position peaked at $5K in Q1 2019.
162 funds tracked by Wall St. Rank held Resources Connection as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.