Janiczek Wealth Management’s Regal Rexnord RRX Stock Holding History

Janiczek Wealth Management’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$27.5K	Hold	203	–	–	0.01%	504
2024 Q1	$36.6K	Hold	203	–	–	0.01%	460
2023 Q4	$30.1K	Sell	203 -79	-28%	-$9.97K	0.01%	490
2023 Q3	$40.3K	Buy	282 +88	+45%	+$13.5K	0.01%	393
2023 Q2	$29.9K	Sell	194 -13	-6%	-$1.77K	0.01%	397
2023 Q1	$27.3K	Sell	207 -5	-2%	-$724	0.01%	399
2022 Q4	$28.6K	Buy	212 +13	+7%	+$1.7K	0.01%	397
2022 Q3	$30K	Hold	199	–	–	0.01%	385
2022 Q2	$27K	Sell	199 -225	-53%	-$28.6K	0.01%	424
2022 Q1	$63K	Hold	424	–	–	0.02%	272
2021 Q4	$72K	Sell	424 -30	-7%	-$4.75K	0.02%	245
2021 Q3	$68K	Buy	454 +62	+16%	+$8.89K	0.02%	235
2021 Q2	$52K	Sell	392 -1	-0.3%	-$141	0.02%	243
2021 Q1	$56K	Buy	393 +90	+30%	+$12.4K	0.02%	216
2020 Q4	$37K	Buy	303 +202	+200%	+$22.3K	0.02%	251
2020 Q3	$9K	Buy	+101	New	+$9.57K	﹤0.01%	257

Other funds holding RRX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's RRX Position: Q2 2024 in Review

Janiczek Wealth Management held its Regal Rexnord (RRX) position steady in Q2 2024 at 203 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #504.

Janiczek Wealth Management first reported a position in RRX in Q3 2020 and has held it in 16 quarters since. The position peaked at $72K in Q4 2021. 412 funds tracked by Wall St. Rank hold RRX as of Q2 2024.

Janiczek Wealth Management held 203 shares of Regal Rexnord worth $27.5K as of Q2 2024.
Janiczek Wealth Management left its Regal Rexnord share count unchanged in Q2 2024.
Regal Rexnord made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #504 holding.
Janiczek Wealth Management first reported a position in Regal Rexnord in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Regal Rexnord position peaked at $72K in Q4 2021.
412 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.