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Industrial Alliance Investment Management’s RB Global RBA Stock Holding History

Industrial Alliance Investment Management’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
2023
Q3 		– Sell
-4,070
Closed -$244K – 130
2023
Q2 		$244K Sell
4,070
-76,440
-95% -$4.31M 0.13% 71
2023
Q1 		$4.53M Buy
+80,510
New +$4.75M 0.13% 142

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Industrial Alliance Investment Management's RBA Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of RB Global (RBA) in Q3 2023, closing a stake of 4,070 shares — an estimated $244K sold.

Industrial Alliance Investment Management first reported a position in RBA in Q1 2023 and held it in 2 quarters. The position peaked at $4.53M in Q1 2023. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,070 RB Global shares in Q3 2023, an estimated $244K.
  • Industrial Alliance Investment Management first reported a position in RB Global in Q1 2023 and held it in 2 quarters.
  • Industrial Alliance Investment Management's RB Global position peaked at $4.53M in Q1 2023.
  • 386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.