GRP
RBT

Global Retirement Partners’s Rubicon Technologies, Inc. RBT Stock Holding History

Global Retirement Partners’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-219
Closed -$88 – 3684
2024
Q1 		$88 Hold
219
– – ﹤0.01% 3304
2023
Q4 		$274 Hold
219
– – ﹤0.01% 3188
2023
Q3 		$438 Hold
219
– – ﹤0.01% 2988
2023
Q2 		$648 Buy
219
+94
+75% +$349 ﹤0.01% 2890
2023
Q1 		$440 Hold
125
– – ﹤0.01% 2953
2022
Q4 		$1.78K Hold
125
– – ﹤0.01% 2402
2022
Q3 		$2K Buy
+125
New +$4.22K ﹤0.01% 2350

Other funds holding RBT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Global Retirement Partners's RBT Position: Q2 2024 in Review

Global Retirement Partners sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 219 shares — an estimated $88 sold.

Global Retirement Partners first reported a position in RBT in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

  • Global Retirement Partners reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 219 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $88.
  • Global Retirement Partners first reported a position in Rubicon Technologies, Inc. in Q3 2022 and held it in 7 quarters.
  • Global Retirement Partners's Rubicon Technologies, Inc. position peaked at $2K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.