GIA
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GHP Investment Advisors’s RH RH Stock Holding History

GHP Investment Advisors’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
2023
Q4 		– Sell
-11
Closed -$2.62K – 933
2023
Q3 		$2.62K Sell
11
-30
-73% -$10.4K ﹤0.01% 830
2023
Q2 		$15.2K Buy
41
+11
+37% +$2.88K ﹤0.01% 625
2023
Q1 		$7.31K Hold
30
– – ﹤0.01% 738
2022
Q4 		$8.02K Hold
30
– – ﹤0.01% 725
2022
Q3 		$7K Hold
30
– – ﹤0.01% 751
2022
Q2 		$6K Buy
30
+15
+100% +$4.45K ﹤0.01% 782
2022
Q1 		$5K Buy
+15
New +$6K ﹤0.01% 827

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
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return