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JOYN Advisors’s Regal Rexnord RRX Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-874
Closed -$61K – 1129
2018
Q4 		$61K Sell
874
-131
-13% -$9.9K 0.01% 286
2018
Q3 		$83K Sell
1,005
-75
-7% -$6.23K 0.02% 262
2018
Q2 		$88K Sell
1,080
-510
-32% -$39.5K 0.02% 247
2018
Q1 		$117K Buy
+1,590
New +$120K 0.03% 222

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JOYN Advisors's RRX Position: Q1 2019 in Review

JOYN Advisors sold out of Regal Rexnord (RRX) in Q1 2019, closing a stake of 874 shares — an estimated $61K sold.

JOYN Advisors first reported a position in RRX in Q1 2018 and held it in 4 quarters. The position peaked at $117K in Q1 2018. 285 funds tracked by Wall St. Rank hold RRX as of Q1 2019.

  • JOYN Advisors reported no remaining Regal Rexnord position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 874 Regal Rexnord shares in Q1 2019, an estimated $61K.
  • JOYN Advisors first reported a position in Regal Rexnord in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Regal Rexnord position peaked at $117K in Q1 2018.
  • 285 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.