Morgan Stanley’s Rubicon Technologies, Inc. RBT Stock Holding History

Morgan Stanley’s Portfolio RBT Stock Details RBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,063	Closed	-$831	–	8091
2024 Q1	$831	Sell	2,063 -8,487	-80%	-$8.38K	﹤0.01%	7193
2023 Q4	$19.5K	Buy	10,550 +7,862	+292%	+$15.5K	﹤0.01%	6665
2023 Q3	$5.59K	Sell	2,688 -125	-4%	-$586	﹤0.01%	6889
2023 Q2	$8.32K	Sell	2,813 -10,000	-78%	-$37.2K	﹤0.01%	6871
2023 Q1	$67.3K	Sell	12,813 -15	-0.1%	-$155	﹤0.01%	6164
2022 Q4	$183K	Buy	+12,828	New	+$203K	﹤0.01%	5702

Other funds holding RBT

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Morgan Stanley's RBT Position: Q2 2024 in Review

Morgan Stanley sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 2,063 shares — an estimated $831 sold.

Morgan Stanley first reported a position in RBT in Q4 2022 and held it in 6 quarters. The position peaked at $183K in Q4 2022. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

Morgan Stanley reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
Morgan Stanley sold 2,063 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $831.
Morgan Stanley first reported a position in Rubicon Technologies, Inc. in Q4 2022 and held it in 6 quarters.
Morgan Stanley's Rubicon Technologies, Inc. position peaked at $183K in Q4 2022.
7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.