FWM
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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 – 252
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 – 797
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
2021
Q4 		– Hold
0
– – – 1096
2021
Q3 		– Hold
0
– – – 1097
2020
Q3 		– Sell
-600
Closed -$149K – 868
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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return