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Impact Partnership Wealth’s Reliance Steel & Aluminium RS Stock Holding History

Impact Partnership Wealth’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
2024
Q3 		– Sell
-1,472
Closed -$420K – 280
2024
Q2 		$420K Buy
1,472
+665
+82% +$200K 0.11% 126
2024
Q1 		$270K Buy
807
+176
+28% +$53.6K 0.11% 132
2023
Q4 		$177K Sell
631
-124
-16% -$32.9K 0.06% 196
2023
Q3 		$198K Buy
755
+695
+1,158% +$193K 0.06% 178
2023
Q2 		$16.3K Buy
+60
New +$14.9K 0.01% 370

Other funds holding RS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impact Partnership Wealth's RS Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Reliance Steel & Aluminium (RS) in Q3 2024, closing a stake of 1,472 shares — an estimated $420K sold.

Impact Partnership Wealth first reported a position in RS in Q2 2023 and held it in 5 quarters. The position peaked at $420K in Q2 2024. 588 funds tracked by Wall St. Rank hold RS as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Reliance Steel & Aluminium position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,472 Reliance Steel & Aluminium shares in Q3 2024, an estimated $420K.
  • Impact Partnership Wealth first reported a position in Reliance Steel & Aluminium in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Reliance Steel & Aluminium position peaked at $420K in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.