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Liberty Wealth Management’s Regal Rexnord RRX Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-5
Closed – – 1164
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1027
2020
Q4 		$0 Buy
+5
New +$552 ﹤0.01% 1053

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Liberty Wealth Management's RRX Position: Q2 2021 in Review

Liberty Wealth Management sold out of Regal Rexnord (RRX) in Q2 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in RRX in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 332 funds tracked by Wall St. Rank hold RRX as of Q2 2021.

  • Liberty Wealth Management reported no remaining Regal Rexnord position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 Regal Rexnord shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Regal Rexnord in Q4 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Regal Rexnord position peaked at $0 in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.