IA
RBT

IFP Advisors’s Rubicon Technologies, Inc. RBT Stock Holding History

IFP Advisors’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
Q2 		– Sell
-250
Closed -$101 – 3388
2024
Q1 		$101 Buy
+250
New +$247 ﹤0.01% 3060

Other funds holding RBT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

IFP Advisors's RBT Position: Q2 2024 in Review

IFP Advisors sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 250 shares — an estimated $101 sold.

IFP Advisors first reported a position in RBT in Q1 2024 and held it in 1 quarter. The position peaked at $101 in Q1 2024. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

  • IFP Advisors reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 250 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $101.
  • IFP Advisors first reported a position in Rubicon Technologies, Inc. in Q1 2024 and held it in 1 quarter.
  • IFP Advisors's Rubicon Technologies, Inc. position peaked at $101 in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.