OWA
RRX icon

Outlook Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Outlook Wealth Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,307
Closed -$638K – 277
2023
Q4 		$638K Sell
4,307
-977
-18% -$123K 0.22% 96
2023
Q3 		$755K Buy
5,284
+132
+3% +$20.3K 0.29% 82
2023
Q2 		$793K Sell
5,152
-115
-2% -$15.7K 0.3% 81
2023
Q1 		$741K Buy
5,267
+43
+0.8% +$6.23K 0.33% 74
2022
Q4 		$627K Sell
5,224
-19
-0.4% -$2.49K 0.3% 90
2022
Q3 		$736K Sell
5,243
-36
-0.7% -$4.84K 0.33% 68
2022
Q2 		$600K Buy
5,279
+158
+3% +$20.1K 0.25% 110
2022
Q1 		$762K Sell
5,121
-41
-0.8% -$6.57K 0.25% 100
2021
Q4 		$878K Buy
5,162
+146
+3% +$23.1K 0.26% 93
2021
Q3 		$754K Buy
5,016
+101
+2% +$14.5K 0.25% 97
2021
Q2 		$656K Buy
4,915
+428
+10% +$60.4K 0.21% 118
2021
Q1 		$640K Sell
4,487
-1,341
-23% -$184K 0.22% 113
2020
Q4 		$716K Buy
5,828
+64
+1% +$7.07K 0.26% 92
2020
Q3 		$541K Buy
5,764
+319
+6% +$30.2K 0.22% 103
2020
Q2 		$475K Buy
+5,445
New +$408K 0.2% 101

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Outlook Wealth Advisors's RRX Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of Regal Rexnord (RRX) in Q1 2024, closing a stake of 4,307 shares — an estimated $638K sold.

Outlook Wealth Advisors first reported a position in RRX in Q2 2020 and held it in 15 quarters. The position peaked at $878K in Q4 2021. 436 funds tracked by Wall St. Rank hold RRX as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining Regal Rexnord position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,307 Regal Rexnord shares in Q1 2024, an estimated $638K.
  • Outlook Wealth Advisors first reported a position in Regal Rexnord in Q2 2020 and held it in 15 quarters.
  • Outlook Wealth Advisors's Regal Rexnord position peaked at $878K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.