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Financial Synergies Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$405 – 545
2023
Q4 		$405 Buy
+2
New +$531 ﹤0.01% 390
2023
Q2 		– Sell
-2
Closed -$514 – 528
2023
Q1 		$514 Hold
2
– – ﹤0.01% 414
2022
Q4 		$405 Hold
2
– – ﹤0.01% 390
2022
Q3 		$349 Hold
2
– – ﹤0.01% 396
2022
Q2 		$340 Buy
+2
New +$374 ﹤0.01% 424

Other funds holding RS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's RS Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q1 2024, closing a stake of 2 shares — an estimated $405 sold.

Financial Synergies Wealth Advisors first reported a position in RS in Q2 2022 and held it in 5 quarters. The position peaked at $514 in Q1 2023. 610 funds tracked by Wall St. Rank hold RS as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Reliance Steel & Aluminium shares in Q1 2024, an estimated $405.
  • Financial Synergies Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Reliance Steel & Aluminium position peaked at $514 in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.