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Laurel Wealth Advisors (California)’s Regal Rexnord RRX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-1,948
Closed -$290K – 734
2022
Q1 		$290K Hold
1,948
– – 0.02% 599
2021
Q4 		$332K Buy
+1,948
New +$308K 0.03% 585

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Laurel Wealth Advisors (California)'s RRX Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Regal Rexnord (RRX) in Q2 2022, closing a stake of 1,948 shares — an estimated $290K sold.

Laurel Wealth Advisors (California) first reported a position in RRX in Q4 2021 and held it in 2 quarters. The position peaked at $332K in Q4 2021. 410 funds tracked by Wall St. Rank hold RRX as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Regal Rexnord position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,948 Regal Rexnord shares in Q2 2022, an estimated $290K.
  • Laurel Wealth Advisors (California) first reported a position in Regal Rexnord in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Regal Rexnord position peaked at $332K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.