OIA
RBC icon

Optimum Investment Advisors’s RBC Bearings RBC Stock Holding History

Optimum Investment 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
2024
Q4 		– Sell
-500
Closed -$150K – 640
2024
Q3 		$150K Hold
500
– – 0.06% 218
2024
Q2 		$135K Hold
500
– – 0.06% 224
2024
Q1 		$135K Hold
500
– – 0.06% 231
2023
Q4 		$142K Buy
+500
New +$123K 0.07% 216
2019
Q2 		– Sell
-58
Closed -$7K – 992
2019
Q1 		$7K Hold
58
– – ﹤0.01% 859
2018
Q4 		$8K Hold
58
– – ﹤0.01% 793
2018
Q3 		$9K Hold
58
– – ﹤0.01% 859
2018
Q2 		$7K Hold
58
– – ﹤0.01% 898
2018
Q1 		$7K Buy
+58
New +$7.2K ﹤0.01% 865

Other funds holding RBC

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Optimum Investment Advisors's RBC Position: Q4 2024 in Review

Optimum Investment Advisors sold out of RBC Bearings (RBC) in Q4 2024, closing a stake of 500 shares — an estimated $150K sold.

Optimum Investment Advisors first reported a position in RBC in Q1 2018 and held it in 9 quarters. The position peaked at $150K in Q3 2024. 398 funds tracked by Wall St. Rank hold RBC as of Q4 2024.

  • Optimum Investment Advisors reported no remaining RBC Bearings position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 RBC Bearings shares in Q4 2024, an estimated $150K.
  • Optimum Investment Advisors first reported a position in RBC Bearings in Q1 2018 and held it in 9 quarters.
  • Optimum Investment Advisors's RBC Bearings position peaked at $150K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.