KWM
RBC icon

Kolinsky Wealth Management’s RBC Bearings RBC Stock Holding History

Kolinsky Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$361K Hold
1,207
– – 0.22% 96
2024
Q3 		$361K Buy
1,207
+2
+0.2% +$575 0.24% 99
2024
Q2 		$325K Hold
1,205
– – 0.23% 100
2024
Q1 		$326K Buy
1,205
+2
+0.2% +$540 0.25% 99
2023
Q4 		$343K Sell
1,203
-17
-1% -$4.17K 0.3% 83
2023
Q3 		$286K Buy
1,220
+14
+1% +$3.18K 0.28% 83
2023
Q2 		$262K Buy
1,206
+80
+7% +$17.3K 0.25% 101
2023
Q1 		$262K Buy
+1,126
New +$259K 0.28% 94
2022
Q4 		– Sell
-1,111
Closed -$231K – 133
2022
Q3 		$231K Buy
1,111
+5
+0.5% +$1.15K 0.29% 96
2022
Q2 		$205K Hold
1,106
– – 0.24% 112
2022
Q1 		$214K Sell
1,106
-134
-11% -$25.6K 0.21% 127
2021
Q4 		$250K Buy
+1,240
New +$266K 0.23% 117

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return