GSEP
RBA icon

Golden State Equity Partners’s RB Global RBA Stock Holding History

Golden State Equity Partners’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-197
Closed -$15.9K – 767
2024
Q3 		$15.9K Buy
+197
New +$16K ﹤0.01% 662

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Golden State Equity Partners's RBA Position: Q4 2024 in Review

Golden State Equity Partners sold out of RB Global (RBA) in Q4 2024, closing a stake of 197 shares — an estimated $15.9K sold.

Golden State Equity Partners first reported a position in RBA in Q3 2024 and held it in 1 quarter. The position peaked at $15.9K in Q3 2024. 480 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

  • Golden State Equity Partners reported no remaining RB Global position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 197 RB Global shares in Q4 2024, an estimated $15.9K.
  • Golden State Equity Partners first reported a position in RB Global in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's RB Global position peaked at $15.9K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.