IWS
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Insight Wealth Strategies’s RH RH Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-3,378
Closed -$717K – 149
2022
Q3 		$717K Hold
3,378
– – 0.13% 104
2022
Q2 		$717K Sell
3,378
-341
-9% -$101K 0.13% 104
2022
Q1 		$1.21M Buy
3,719
+389
+12% +$156K 0.18% 92
2021
Q4 		$1.78M Buy
3,330
+289
+10% +$178K 0.25% 58
2021
Q3 		$2.03M Buy
3,041
+23
+0.8% +$15.8K 0.29% 48
2021
Q2 		$2.05M Sell
3,018
-1,127
-27% -$732K 0.29% 43
2021
Q1 		$2.47M Buy
4,145
+535
+15% +$264K 0.33% 40
2020
Q4 		$1.62M Buy
+3,610
New +$1.49M 0.27% 51

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Insight Wealth Strategies's RH Position: Q4 2022 in Review

Insight Wealth Strategies sold out of RH (RH) in Q4 2022, closing a stake of 3,378 shares — an estimated $717K sold.

Insight Wealth Strategies first reported a position in RH in Q4 2020 and held it in 8 quarters. The position peaked at $2.47M in Q1 2021. 417 funds tracked by Wall St. Rank hold RH as of Q4 2022.

  • Insight Wealth Strategies reported no remaining RH position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,378 RH shares in Q4 2022, an estimated $717K.
  • Insight Wealth Strategies first reported a position in RH in Q4 2020 and held it in 8 quarters.
  • Insight Wealth Strategies's RH position peaked at $2.47M in Q1 2021.
  • 417 funds tracked by Wall St. Rank held RH as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.