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IAG Wealth Partners’s RB Global RBA Stock Holding History

IAG Wealth Partners’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
2020
Q2 		– Sell
-371
Closed -$13K – 443
2020
Q1 		$13K Hold
371
– – 0.01% 183
2019
Q4 		$16K Buy
+371
New +$15.4K 0.01% 196

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

IAG Wealth Partners's RBA Position: Q2 2020 in Review

IAG Wealth Partners sold out of RB Global (RBA) in Q2 2020, closing a stake of 371 shares — an estimated $13K sold.

IAG Wealth Partners first reported a position in RBA in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 237 funds tracked by Wall St. Rank hold RBA as of Q2 2020.

  • IAG Wealth Partners reported no remaining RB Global position as of Q2 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 371 RB Global shares in Q2 2020, an estimated $13K.
  • IAG Wealth Partners first reported a position in RB Global in Q4 2019 and held it in 2 quarters.
  • IAG Wealth Partners's RB Global position peaked at $16K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held RB Global as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.