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Institute for Wealth Management’s Rush Enterprises Class A RUSHA Stock Holding History

Institute for Wealth Management’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,875
Closed -$362K – 511
2022
Q2 		$362K Hold
16,875
– – 0.07% 346
2022
Q1 		$382K Buy
+16,875
New +$395K 0.06% 352

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Institute for Wealth Management's RUSHA Position: Q3 2022 in Review

Institute for Wealth Management sold out of Rush Enterprises Class A (RUSHA) in Q3 2022, closing a stake of 16,875 shares — an estimated $362K sold.

Institute for Wealth Management first reported a position in RUSHA in Q1 2022 and held it in 2 quarters. The position peaked at $382K in Q1 2022. 208 funds tracked by Wall St. Rank hold RUSHA as of Q3 2022.

  • Institute for Wealth Management reported no remaining Rush Enterprises Class A position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 16,875 Rush Enterprises Class A shares in Q3 2022, an estimated $362K.
  • Institute for Wealth Management first reported a position in Rush Enterprises Class A in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Rush Enterprises Class A position peaked at $382K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.