Gradient Investments’s Regal Rexnord RRX Stock Holding History

Gradient Investments’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15	Closed	-$2.03K	–	1061
2024 Q2	$2.03K	Buy	+15	New	+$2.33K	﹤0.01%	983
2023 Q3	–	Sell	-9	Closed	-$1.39K	–	1896
2023 Q2	$1.39K	Buy	+9	New	+$1.23K	﹤0.01%	1267
2023 Q1	–	Sell	-4	Closed	-$480	–	1620
2022 Q4	$480	Buy	+4	New	+$524	﹤0.01%	1303

Other funds holding RRX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's RRX Position: Q3 2024 in Review

Gradient Investments sold out of Regal Rexnord (RRX) in Q3 2024, closing a stake of 15 shares — an estimated $2.03K sold.

Gradient Investments first reported a position in RRX in Q4 2022 and held it in 3 quarters. The position peaked at $2.03K in Q2 2024. 438 funds tracked by Wall St. Rank hold RRX as of Q3 2024.

Gradient Investments reported no remaining Regal Rexnord position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 15 Regal Rexnord shares in Q3 2024, an estimated $2.03K.
Gradient Investments first reported a position in Regal Rexnord in Q4 2022 and held it in 3 quarters.
Gradient Investments's Regal Rexnord position peaked at $2.03K in Q2 2024.
438 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.