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KCS Wealth Advisory’s Rush Enterprises Class A RUSHA Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$1.34M Buy
32,774
+1,827
+6% +$75.5K 0.57% 49
2023
Q2 		$1.25M Buy
+30,947
New +$1.14M 0.43% 64

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCS Wealth Advisory's RUSHA Position: Q3 2023 in Review

KCS Wealth Advisory increased its Rush Enterprises Class A (RUSHA) stake by 5.9% in Q3 2023, buying an estimated $75.5K and bringing the position to 32,774 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #49.

KCS Wealth Advisory first reported a position in RUSHA in Q2 2023 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold RUSHA as of Q3 2023.

  • KCS Wealth Advisory held 32,774 shares of Rush Enterprises Class A worth $1.34M as of Q3 2023.
  • KCS Wealth Advisory bought 1,827 Rush Enterprises Class A shares in Q3 2023, an estimated $75.5K.
  • Rush Enterprises Class A made up 0.57% of KCS Wealth Advisory's portfolio in Q3 2023, its #49 holding.
  • KCS Wealth Advisory first reported a position in Rush Enterprises Class A in Q2 2023 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.