LVW Advisors’s RBC Bearings RBC Stock Holding History

LVW Advisors’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,403	Closed	-$291K	–	212
2020 Q3	$291K	Buy	2,403 +756	+46%	+$96.9K	0.06%	156
2020 Q2	$221K	Buy	+1,647	New	+$210K	0.05%	178

Other funds holding RBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LVW Advisors's RBC Position: Q4 2020 in Review

LVW Advisors sold out of RBC Bearings (RBC) in Q4 2020, closing a stake of 2,403 shares — an estimated $291K sold.

LVW Advisors first reported a position in RBC in Q2 2020 and held it in 2 quarters. The position peaked at $291K in Q3 2020. 235 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

LVW Advisors reported no remaining RBC Bearings position as of Q4 2020 after selling out during the quarter.
LVW Advisors sold 2,403 RBC Bearings shares in Q4 2020, an estimated $291K.
LVW Advisors first reported a position in RBC Bearings in Q2 2020 and held it in 2 quarters.
LVW Advisors's RBC Bearings position peaked at $291K in Q3 2020.
235 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.