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Focused Wealth Management’s RH RH Stock Holding History

Focused Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-608
Closed -$203K – 244
2024
Q3 		$203K Sell
608
-56
-8% -$15.4K 0.03% 198
2024
Q2 		$162K Buy
+664
New +$175K 0.02% 187
2024
Q1 		– Sell
-159
Closed -$46.3K – 791
2023
Q4 		$46.3K Hold
159
– – 0.01% 316
2023
Q3 		$42K Hold
159
– – 0.01% 313
2023
Q2 		$52.4K Hold
159
– – 0.01% 297
2023
Q1 		$38.7K Hold
159
– – 0.01% 346
2022
Q4 		$42.5K Hold
159
– – 0.01% 329
2022
Q3 		$39K Hold
159
– – 0.01% 314
2022
Q2 		$34K Buy
159
+149
+1,490% +$44.2K 0.01% 326
2022
Q1 		$3K Buy
+10
New +$4K ﹤0.01% 754
2020
Q3 		– Sell
-600
Closed -$149K – 853
2020
Q2 		$149K Sell
600
-350
-37% -$63.4K 0.03% 164
2020
Q1 		$95K Buy
+950
New +$177K 0.03% 206

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Focused Wealth Management's RH Position: Q4 2024 in Review

Focused Wealth Management sold out of RH (RH) in Q4 2024, closing a stake of 608 shares — an estimated $203K sold.

Focused Wealth Management first reported a position in RH in Q1 2020 and held it in 12 quarters. The position peaked at $203K in Q3 2024. 424 funds tracked by Wall St. Rank hold RH as of Q4 2024.

  • Focused Wealth Management reported no remaining RH position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 608 RH shares in Q4 2024, an estimated $203K.
  • Focused Wealth Management first reported a position in RH in Q1 2020 and held it in 12 quarters.
  • Focused Wealth Management's RH position peaked at $203K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held RH as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.