Kingswood Wealth Advisors’s RH RH Stock Holding History

Kingswood Wealth Advisors’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,388	Closed	-$405K	–	683
2023 Q4	$405K	Buy	+1,388	New	+$358K	0.05%	396

Other funds holding RH

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingswood Wealth Advisors's RH Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of RH (RH) in Q1 2024, closing a stake of 1,388 shares — an estimated $405K sold.

Kingswood Wealth Advisors first reported a position in RH in Q4 2023 and held it in 1 quarter. The position peaked at $405K in Q4 2023. 407 funds tracked by Wall St. Rank hold RH as of Q1 2024.

Kingswood Wealth Advisors reported no remaining RH position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,388 RH shares in Q1 2024, an estimated $405K.
Kingswood Wealth Advisors first reported a position in RH in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's RH position peaked at $405K in Q4 2023.
407 funds tracked by Wall St. Rank held RH as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.