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HC Financial Advisors’s RB Global RBA Stock Holding History

HC Financial Advisors’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
2022
Q1 		– Sell
-170
Closed -$10K – 333
2021
Q4 		$10K Hold
170
– – 0.01% 249
2021
Q3 		$10K Hold
170
– – 0.01% 243
2021
Q2 		$10K Hold
170
– – 0.01% 249
2021
Q1 		$10K Hold
170
– – 0.01% 259
2020
Q4 		$12K Hold
170
– – 0.01% 253
2020
Q3 		$10K Hold
170
– – 0.01% 260
2020
Q2 		$7K Hold
170
– – 0.01% 269
2020
Q1 		$6K Buy
+170
New +$6.79K 0.01% 281

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

HC Financial Advisors's RBA Position: Q1 2022 in Review

HC Financial Advisors sold out of RB Global (RBA) in Q1 2022, closing a stake of 170 shares — an estimated $10K sold.

HC Financial Advisors first reported a position in RBA in Q1 2020 and held it in 8 quarters. The position peaked at $12K in Q4 2020. 273 funds tracked by Wall St. Rank hold RBA as of Q1 2022.

  • HC Financial Advisors reported no remaining RB Global position as of Q1 2022 after selling out during the quarter.
  • HC Financial Advisors sold 170 RB Global shares in Q1 2022, an estimated $10K.
  • HC Financial Advisors first reported a position in RB Global in Q1 2020 and held it in 8 quarters.
  • HC Financial Advisors's RB Global position peaked at $12K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held RB Global as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.