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Milestone Advisory Partners’s RBC Bearings RBC Stock Holding History

Milestone Advisory Partners’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
2021
Q2 		– Sell
-1,123
Closed -$221K – 94
2021
Q1 		$221K Buy
+1,123
New +$211K 0.12% 77

Other funds holding RBC

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Milestone Advisory Partners's RBC Position: Q2 2021 in Review

Milestone Advisory Partners sold out of RBC Bearings (RBC) in Q2 2021, closing a stake of 1,123 shares — an estimated $221K sold.

Milestone Advisory Partners first reported a position in RBC in Q1 2021 and held it in 1 quarter. The position peaked at $221K in Q1 2021. 250 funds tracked by Wall St. Rank hold RBC as of Q2 2021.

  • Milestone Advisory Partners reported no remaining RBC Bearings position as of Q2 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,123 RBC Bearings shares in Q2 2021, an estimated $221K.
  • Milestone Advisory Partners first reported a position in RBC Bearings in Q1 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's RBC Bearings position peaked at $221K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.