IFG
RH icon

Independent Financial Group’s RH RH Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-3,132
Closed -$1.03M – 945
2023
Q2 		$1.03M Buy
3,132
+46
+1% +$12K 0.07% 302
2023
Q1 		$752K Sell
3,086
-7
-0.2% -$2.03K 0.06% 354
2022
Q4 		$826K Sell
3,093
-57
-2% -$14.9K 0.07% 286
2022
Q3 		$775K Buy
3,150
+97
+3% +$26.2K 0.07% 285
2022
Q2 		$648K Buy
3,053
+951
+45% +$282K 0.07% 312
2022
Q1 		$685K Sell
2,102
-508
-19% -$203K 0.06% 347
2021
Q4 		$1.4M Buy
2,610
+120
+5% +$73.8K 0.12% 176
2021
Q3 		$1.66M Sell
2,490
-93
-4% -$64K 0.17% 122
2021
Q2 		$1.75M Buy
2,583
+1,606
+164% +$1.04M 0.19% 122
2021
Q1 		$583K Sell
977
-259
-21% -$128K 0.08% 296
2020
Q4 		$553K Buy
1,236
+28
+2% +$11.5K 0.08% 283
2020
Q3 		$462K Buy
+1,208
New +$381K 0.09% 257

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return