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Freedom Wealth Alliance’s Resources Connection RGP Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-264
Closed -$4.85K – 362
2022
Q4 		$4.85K Buy
+264
New +$4.85K 0.01% 352

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Wealth Alliance's RGP Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Resources Connection (RGP) in Q1 2023, closing a stake of 264 shares — an estimated $4.85K sold.

Freedom Wealth Alliance first reported a position in RGP in Q4 2022 and held it in 1 quarter. The position peaked at $4.85K in Q4 2022. 186 funds tracked by Wall St. Rank hold RGP as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Resources Connection position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 264 Resources Connection shares in Q1 2023, an estimated $4.85K.
  • Freedom Wealth Alliance first reported a position in Resources Connection in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Resources Connection position peaked at $4.85K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Resources Connection as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.