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McClarren Financial Advisors’s RB Global RBA Stock Holding History

McClarren Financial Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$1K – 353
2024
Q1 		$1K Buy
4
+1
+33% +$70 ﹤0.01% 327
2023
Q4 		$0 Hold
3
– – ﹤0.01% 410
2023
Q3 		$0 Hold
3
– – ﹤0.01% 386
2023
Q2 		$0 Hold
3
– – ﹤0.01% 438
2023
Q1 		$0 Hold
3
– – ﹤0.01% 435
2022
Q4 		$0 Buy
+3
New +$175 ﹤0.01% 443

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

McClarren Financial Advisors's RBA Position: Q2 2024 in Review

McClarren Financial Advisors sold out of RB Global (RBA) in Q2 2024, closing a stake of 4 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in RBA in Q4 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2024. 420 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

  • McClarren Financial Advisors reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 4 RB Global shares in Q2 2024, an estimated $1K.
  • McClarren Financial Advisors first reported a position in RB Global in Q4 2022 and held it in 6 quarters.
  • McClarren Financial Advisors's RB Global position peaked at $1K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.