LCWP
RH icon

Legacy Capital Wealth Partners’s RH RH Stock Holding History

Legacy Capital Wealth Partners’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
2023
Q2 		– Sell
-1,693
Closed -$412K – 188
2023
Q1 		$412K Buy
+1,693
New +$491K 0.11% 160

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Capital Wealth Partners's RH Position: Q2 2023 in Review

Legacy Capital Wealth Partners sold out of RH (RH) in Q2 2023, closing a stake of 1,693 shares — an estimated $412K sold.

Legacy Capital Wealth Partners first reported a position in RH in Q1 2023 and held it in 1 quarter. The position peaked at $412K in Q1 2023. 379 funds tracked by Wall St. Rank hold RH as of Q2 2023.

  • Legacy Capital Wealth Partners reported no remaining RH position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,693 RH shares in Q2 2023, an estimated $412K.
  • Legacy Capital Wealth Partners first reported a position in RH in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's RH position peaked at $412K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held RH as of Q2 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.