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IFG Advisory’s RH RH Stock Holding History

IFG Advisory’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-405
Closed -$241K – 507
2021
Q1 		$241K Buy
+405
New +$200K 0.03% 434

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFG Advisory's RH Position: Q2 2021 in Review

IFG Advisory sold out of RH (RH) in Q2 2021, closing a stake of 405 shares — an estimated $241K sold.

IFG Advisory first reported a position in RH in Q1 2021 and held it in 1 quarter. The position peaked at $241K in Q1 2021. 450 funds tracked by Wall St. Rank hold RH as of Q2 2021.

  • IFG Advisory reported no remaining RH position as of Q2 2021 after selling out during the quarter.
  • IFG Advisory sold 405 RH shares in Q2 2021, an estimated $241K.
  • IFG Advisory first reported a position in RH in Q1 2021 and held it in 1 quarter.
  • IFG Advisory's RH position peaked at $241K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held RH as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.