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Orion Portfolio Solutions’s RH RH Stock Holding History

Orion Portfolio Solutions’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,330
Closed -$463K – 1783
2024
Q1 		$463K Buy
1,330
+364
+38% +$99.2K 0.01% 1291
2023
Q4 		$263K Sell
966
-1,039
-52% -$268K ﹤0.01% 1458
2023
Q3 		$530K Sell
2,005
-366
-15% -$127K 0.01% 1184
2023
Q2 		$781K Sell
2,371
-61
-3% -$15.9K 0.01% 1047
2023
Q1 		$592K Buy
+2,432
New +$706K 0.01% 1081
2020
Q3 		– Sell
-19
Closed -$5K – 1689
2020
Q2 		$5K Buy
+19
New +$3.44K ﹤0.01% 1490

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Orion Portfolio Solutions's RH Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of RH (RH) in Q2 2024, closing a stake of 1,330 shares — an estimated $463K sold.

Orion Portfolio Solutions first reported a position in RH in Q2 2020 and held it in 6 quarters. The position peaked at $781K in Q2 2023. 361 funds tracked by Wall St. Rank hold RH as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining RH position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,330 RH shares in Q2 2024, an estimated $463K.
  • Orion Portfolio Solutions first reported a position in RH in Q2 2020 and held it in 6 quarters.
  • Orion Portfolio Solutions's RH position peaked at $781K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held RH as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.