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LGT Financial Advisors’s RH RH Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-36
Closed -$14.2K – 632
2024
Q4 		$14.2K Hold
36
– – 0.03% 382
2024
Q3 		$12K Hold
36
– – 0.03% 380
2024
Q2 		$8.8K Hold
36
– – 0.02% 502
2024
Q1 		$12.5K Hold
36
– – 0.01% 457
2023
Q4 		$10.5K Hold
36
– – 0.01% 477
2023
Q3 		$9.52K Buy
+36
New +$12.5K 0.01% 488

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's RH Position: Q1 2025 in Review

LGT Financial Advisors sold out of RH (RH) in Q1 2025, closing a stake of 36 shares — an estimated $14.2K sold.

LGT Financial Advisors first reported a position in RH in Q3 2023 and held it in 6 quarters. The position peaked at $14.2K in Q4 2024. 391 funds tracked by Wall St. Rank hold RH as of Q1 2025.

  • LGT Financial Advisors reported no remaining RH position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 36 RH shares in Q1 2025, an estimated $14.2K.
  • LGT Financial Advisors first reported a position in RH in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's RH position peaked at $14.2K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held RH as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.