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Kore Private Wealth’s RB Global RBA Stock Holding History

Kore Private Wealth’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-209
Closed -$8K – 883
2020
Q2 		$8K Buy
209
+139
+199% +$5.68K ﹤0.01% 837
2020
Q1 		$2K Hold
70
– – ﹤0.01% 930
2019
Q4 		$3K Buy
+70
New +$2.92K ﹤0.01% 907
2019
Q2 		– Sell
-139
Closed -$5K – 653
2019
Q1 		$5K Hold
139
– – ﹤0.01% 770
2018
Q4 		$5K Buy
+139
New +$4.67K ﹤0.01% 685

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kore Private Wealth's RBA Position: Q3 2020 in Review

Kore Private Wealth sold out of RB Global (RBA) in Q3 2020, closing a stake of 209 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in RBA in Q4 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2020. 274 funds tracked by Wall St. Rank hold RBA as of Q3 2020.

  • Kore Private Wealth reported no remaining RB Global position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 209 RB Global shares in Q3 2020, an estimated $8K.
  • Kore Private Wealth first reported a position in RB Global in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's RB Global position peaked at $8K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held RB Global as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.