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Institutional & Family Asset Management’s RB Global RBA Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$4.81K Sell
63
-5
-7% -$375 ﹤0.01% 504
2024
Q1 		$5.18K Buy
68
+12
+21% +$838 ﹤0.01% 489
2023
Q4 		$3.75K Sell
56
-1
-2% -$64 ﹤0.01% 518
2023
Q3 		$3.56K Sell
57
-13
-19% -$801 ﹤0.01% 507
2023
Q2 		$4.2K Buy
70
+14
+25% +$789 ﹤0.01% 501
2023
Q1 		$3.15K Sell
56
-12
-18% -$707 ﹤0.01% 526
2022
Q4 		$3.93K Sell
68
-13
-16% -$757 ﹤0.01% 498
2022
Q3 		$5K Hold
81
– – ﹤0.01% 487
2022
Q2 		$5K Hold
81
– – ﹤0.01% 495
2022
Q1 		$5K Buy
81
+17
+27% +$998 ﹤0.01% 550
2021
Q4 		$4K Hold
64
– – ﹤0.01% 596
2021
Q3 		$4K Sell
64
-22
-26% -$1.34K ﹤0.01% 710
2021
Q2 		$5K Buy
86
+33
+62% +$2.03K ﹤0.01% 716
2021
Q1 		$3K Sell
53
-31
-37% -$1.82K ﹤0.01% 762
2020
Q4 		$6K Sell
84
-3
-3% -$199 ﹤0.01% 619
2020
Q3 		$5K Hold
87
– – ﹤0.01% 595
2020
Q2 		$4K Sell
87
-26
-23% -$1.06K ﹤0.01% 615
2020
Q1 		$4K Hold
113
– – ﹤0.01% 569
2019
Q4 		$5K Hold
113
– – ﹤0.01% 603
2019
Q3 		$5K Hold
113
– – ﹤0.01% 570
2019
Q2 		$4K Hold
113
– – ﹤0.01% 630
2019
Q1 		$4K Buy
113
+37
+49% +$1.3K ﹤0.01% 633
2018
Q4 		$2K Buy
76
+32
+73% +$1.08K ﹤0.01% 711
2018
Q3 		$2K Hold
44
– – ﹤0.01% 753
2018
Q2 		$2K Hold
44
– – ﹤0.01% 738
2018
Q1 		$1K Buy
+44
New +$1.4K ﹤0.01% 802

Other funds holding RBA

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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 $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Institutional & Family Asset Management's RBA Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its RB Global (RBA) stake by 7.4% in Q2 2024, selling an estimated $375 and leaving 63 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Institutional & Family Asset Management first reported a position in RBA in Q1 2018 and has held it in 26 quarters since. The position peaked at $6K in Q4 2020. 421 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

  • Institutional & Family Asset Management held 63 shares of RB Global worth $4.81K as of Q2 2024.
  • Institutional & Family Asset Management sold 5 RB Global shares in Q2 2024, an estimated $375.
  • RB Global made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #504 holding.
  • Institutional & Family Asset Management first reported a position in RB Global in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's RB Global position peaked at $6K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.