FRG Family Wealth Advisors’s Radius Recycling RDUS Stock Holding History

FRG Family Wealth Advisors’s Portfolio RDUS Stock Details RDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,008	Closed	-$69.8K	–	300
2024 Q1	$69.8K	Buy	+4,008	New	+$94.3K	0.01%	184
2022 Q2	–	Sell	-4,008	Closed	-$208K	–	143
2022 Q1	$208K	Hold	4,008	–	–	0.04%	143
2021 Q4	$208K	Buy	+4,008	New	+$206K	0.04%	141
2021 Q1	–	Sell	-7,508	Closed	-$240K	–	135
2020 Q4	$240K	Buy	+7,508	New	+$185K	0.05%	122
2020 Q3	–	Sell	-10,008	Closed	-$177K	–	121
2020 Q2	$177K	Hold	10,008	–	–	0.05%	117
2020 Q1	$131K	Hold	10,008	–	–	0.04%	112
2019 Q4	$217K	Hold	10,008	–	–	0.05%	114
2019 Q3	$207K	Sell	10,008 -5,000	-33%	-$121K	0.05%	119
2019 Q2	$393K	Buy	15,008 +2,087	+16%	+$49.7K	0.1%	98
2019 Q1	$310K	Hold	12,921	–	–	0.09%	107
2018 Q4	$278K	Buy	12,921 +26	+0.2%	+$680	0.09%	110
2018 Q3	$349K	Hold	12,895	–	–	0.1%	113
2018 Q2	$435K	Hold	12,895	–	–	0.13%	109
2018 Q1	$417K	Hold	12,895	–	–	0.14%	110
2017 Q4	$432K	Sell	12,895 -1,747	-12%	-$51.1K	0.14%	110
2017 Q3	$412K	Hold	14,642	–	–	0.14%	110
2017 Q2	$369K	Hold	14,642	–	–	0.14%	112
2017 Q1	$297K	Hold	14,642	–	–	0.12%	120
2016 Q4	$376K	Sell	14,642 -401	-3%	-$10.3K	0.16%	106
2016 Q3	$314K	Hold	15,043	–	–	0.14%	107
2016 Q2	$265K	Buy	15,043 +835	+6%	+$14.8K	0.12%	111
2016 Q1	$272K	Hold	14,208	–	–	0.13%	108
2015 Q4	$204K	Buy	+14,208	New	+$227K	0.1%	121

Other funds holding RDUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FRG Family Wealth Advisors's RDUS Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Radius Recycling (RDUS) in Q2 2024, closing a stake of 4,008 shares — an estimated $69.8K sold.

FRG Family Wealth Advisors first reported a position in RDUS in Q4 2015 and held it in 23 quarters. The position peaked at $435K in Q2 2018. 159 funds tracked by Wall St. Rank hold RDUS as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Radius Recycling position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 4,008 Radius Recycling shares in Q2 2024, an estimated $69.8K.
FRG Family Wealth Advisors first reported a position in Radius Recycling in Q4 2015 and held it in 23 quarters.
FRG Family Wealth Advisors's Radius Recycling position peaked at $435K in Q2 2018.
159 funds tracked by Wall St. Rank held Radius Recycling as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.