Key Client Fiduciary Advisors’s Regal Rexnord RRX Stock Holding History

Key Client Fiduciary 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
2024 Q4	–	Sell	-1,541	Closed	-$256K	–	203
2024 Q3	$256K	Hold	1,541	–	–	0.11%	167
2024 Q2	$208K	Hold	1,541	–	–	0.1%	174
2024 Q1	$278K	Hold	1,541	–	–	0.15%	143
2023 Q4	$228K	Hold	1,541	–	–	0.13%	154
2023 Q3	$220K	Hold	1,541	–	–	0.14%	152
2023 Q2	$237K	Buy	+1,541	New	+$210K	0.14%	150

Other funds holding RRX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Key Client Fiduciary Advisors's RRX Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of Regal Rexnord (RRX) in Q4 2024, closing a stake of 1,541 shares — an estimated $256K sold.

Key Client Fiduciary Advisors first reported a position in RRX in Q2 2023 and held it in 6 quarters. The position peaked at $278K in Q1 2024. 440 funds tracked by Wall St. Rank hold RRX as of Q4 2024.

Key Client Fiduciary Advisors reported no remaining Regal Rexnord position as of Q4 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 1,541 Regal Rexnord shares in Q4 2024, an estimated $256K.
Key Client Fiduciary Advisors first reported a position in Regal Rexnord in Q2 2023 and held it in 6 quarters.
Key Client Fiduciary Advisors's Regal Rexnord position peaked at $278K in Q1 2024.
440 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.