OneDigital Investment Advisors’s RB Global RBA Stock Holding History

OneDigital Investment 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
2025 Q1	–	Sell	-5,322	Closed	-$480K	–	1482
2024 Q4	$480K	Sell	5,322 -2,906	-35%	-$260K	0.01%	904
2024 Q3	$662K	Sell	8,228 -3,338	-29%	-$271K	0.01%	820
2024 Q2	$883K	Buy	11,566 +8,522	+280%	+$639K	0.01%	660
2024 Q1	$232K	Sell	3,044 -4,684	-61%	-$327K	﹤0.01%	993
2023 Q4	$517K	Buy	7,728 +2,394	+45%	+$154K	0.01%	704
2023 Q3	$333K	Buy	5,334 +29	+0.5%	+$1.79K	0.01%	775
2023 Q2	$318K	Buy	5,305 +23	+0.4%	+$1.3K	0.01%	804
2023 Q1	$297K	Buy	5,282 +290	+6%	+$17.1K	0.01%	784
2022 Q4	$289K	Sell	4,992 -44	-0.9%	-$2.56K	0.01%	683
2022 Q3	$315K	Sell	5,036 -248	-5%	-$16.9K	0.01%	587
2022 Q2	$344K	Buy	+5,284	New	+$310K	0.01%	527

Other funds holding RBA

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

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

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 Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

OneDigital Investment Advisors's RBA Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of RB Global (RBA) in Q1 2025, closing a stake of 5,322 shares — an estimated $480K sold.

OneDigital Investment Advisors first reported a position in RBA in Q2 2022 and held it in 11 quarters. The position peaked at $883K in Q2 2024. 489 funds tracked by Wall St. Rank hold RBA as of Q1 2025.

OneDigital Investment Advisors reported no remaining RB Global position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 5,322 RB Global shares in Q1 2025, an estimated $480K.
OneDigital Investment Advisors first reported a position in RB Global in Q2 2022 and held it in 11 quarters.
OneDigital Investment Advisors's RB Global position peaked at $883K in Q2 2024.
489 funds tracked by Wall St. Rank held RB Global as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.