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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
2021
Q4 		– Sell
-2,800
Closed -$60K – 1087
2021
Q3 		$60K Buy
+2,800
New +$1.93M 0.01% 364

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 $5.72T 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 $666B AUM 30.12% 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.