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Harvest Group Wealth Management’s Regal Rexnord RRX Stock Holding History

Harvest Group Wealth Management’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
2020
Q2 		– Sell
-3
Closed – – 790
2020
Q1 		$0 Sell
3
-38
-93% -$2.98K ﹤0.01% 917
2019
Q4 		$3K Hold
41
– – ﹤0.01% 530
2019
Q3 		$3K Hold
41
– – ﹤0.01% 589
2019
Q2 		$3K Hold
41
– – ﹤0.01% 472
2019
Q1 		$3K Buy
+41
New +$3.23K ﹤0.01% 532

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harvest Group Wealth Management's RRX Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Regal Rexnord (RRX) in Q2 2020, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in RRX in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 282 funds tracked by Wall St. Rank hold RRX as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Regal Rexnord position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Regal Rexnord shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Regal Rexnord in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Regal Rexnord position peaked at $3K in Q4 2019.
  • 282 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.