Halpern Financial’s Regal Rexnord RRX Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-44	Closed	-$6.77K	–	250
2023 Q2	$6.77K	Buy	+44	New	+$5.99K	﹤0.01%	193

Other funds holding RRX

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Halpern Financial's RRX Position: Q3 2023 in Review

Halpern Financial sold out of Regal Rexnord (RRX) in Q3 2023, closing a stake of 44 shares — an estimated $6.77K sold.

Halpern Financial first reported a position in RRX in Q2 2023 and held it in 1 quarter. The position peaked at $6.77K in Q2 2023. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

Halpern Financial reported no remaining Regal Rexnord position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 44 Regal Rexnord shares in Q3 2023, an estimated $6.77K.
Halpern Financial first reported a position in Regal Rexnord in Q2 2023 and held it in 1 quarter.
Halpern Financial's Regal Rexnord position peaked at $6.77K in Q2 2023.
421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.