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Heritage Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Heritage Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$15.2K – 585
2021
Q1 		$15.2K Buy
+100
New +$13.4K ﹤0.01% 446

Other funds holding RS

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Heritage Wealth Advisors's RS Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q2 2021, closing a stake of 100 shares — an estimated $15.2K sold.

Heritage Wealth Advisors first reported a position in RS in Q1 2021 and held it in 1 quarter. The position peaked at $15.2K in Q1 2021. 427 funds tracked by Wall St. Rank hold RS as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 100 Reliance Steel & Aluminium shares in Q2 2021, an estimated $15.2K.
  • Heritage Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's Reliance Steel & Aluminium position peaked at $15.2K in Q1 2021.
  • 427 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.