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Partnership Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Partnership Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$43.4K – 156
2024
Q3 		$43.4K Hold
150
– – 0.03% 128
2024
Q2 		$42.8K Hold
150
– – 0.03% 151
2024
Q1 		$50.1K Hold
150
– – 0.04% 147
2023
Q4 		$42.8K Buy
+150
New +$39.8K 0.03% 152

Other funds holding RS

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Partnership Wealth Management's RS Position: Q4 2024 in Review

Partnership Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q4 2024, closing a stake of 150 shares — an estimated $43.4K sold.

Partnership Wealth Management first reported a position in RS in Q4 2023 and held it in 4 quarters. The position peaked at $50.1K in Q1 2024. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

  • Partnership Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 150 Reliance Steel & Aluminium shares in Q4 2024, an estimated $43.4K.
  • Partnership Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Reliance Steel & Aluminium position peaked at $50.1K in Q1 2024.
  • 587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.