HWM
RBT

HB Wealth Management’s Rubicon Technologies, Inc. RBT Stock Holding History

HB Wealth Management’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
Q1 		– Sell
-52,083
Closed -$96.4K – 873
2023
Q4 		$96.4K Buy
+52,083
New +$102K ﹤0.01% 766
2023
Q3 		– Sell
-52,082
Closed -$154K – 791
2023
Q2 		$154K Buy
+52,082
New +$194K ﹤0.01% 697

Other funds holding RBT

ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HB Wealth Management's RBT Position: Q1 2024 in Review

HB Wealth Management sold out of Rubicon Technologies, Inc. (RBT) in Q1 2024, closing a stake of 52,083 shares — an estimated $96.4K sold.

HB Wealth Management first reported a position in RBT in Q2 2023 and held it in 2 quarters. The position peaked at $154K in Q2 2023. 38 funds tracked by Wall St. Rank hold RBT as of Q1 2024.

  • HB Wealth Management reported no remaining Rubicon Technologies, Inc. position as of Q1 2024 after selling out during the quarter.
  • HB Wealth Management sold 52,083 Rubicon Technologies, Inc. shares in Q1 2024, an estimated $96.4K.
  • HB Wealth Management first reported a position in Rubicon Technologies, Inc. in Q2 2023 and held it in 2 quarters.
  • HB Wealth Management's Rubicon Technologies, Inc. position peaked at $154K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.