KPP Advisory Services’s Rubicon Technologies, Inc. RBT Stock Holding History

KPP Advisory Services’s Portfolio RBT Stock Details RBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-41,266	Closed	-$16.6K	–	255
2024 Q1	$16.6K	Hold	41,266	–	–	﹤0.01%	241
2023 Q4	$76.3K	Buy	41,266 +5,001	+14%	+$9.84K	0.07%	124
2023 Q3	$75.4K	Buy	+36,265	New	+$170K	0.02%	211

Other funds holding RBT

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KPP Advisory Services's RBT Position: Q2 2024 in Review

KPP Advisory Services sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 41,266 shares — an estimated $16.6K sold.

KPP Advisory Services first reported a position in RBT in Q3 2023 and held it in 3 quarters. The position peaked at $76.3K in Q4 2023. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

KPP Advisory Services reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
KPP Advisory Services sold 41,266 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $16.6K.
KPP Advisory Services first reported a position in Rubicon Technologies, Inc. in Q3 2023 and held it in 3 quarters.
KPP Advisory Services's Rubicon Technologies, Inc. position peaked at $76.3K in Q4 2023.
7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.