PFO
RH icon

Pathstone Family Office’s RH RH Stock Holding History

Pathstone Family Office’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
2023
Q3 		$227K Buy
+860
New +$299K ﹤0.01% 1439
2023
Q1 		– Sell
-1,224
Closed -$327K – 1455
2022
Q4 		$327K Buy
1,224
+128
+12% +$33.4K ﹤0.01% 1224
2022
Q3 		$270K Buy
+1,096
New +$296K ﹤0.01% 1251
2014
Q2 		– Sell
-23
Closed -$2K – 173
2014
Q1 		$2K Buy
+23
New +$1.44K 0.01% 156
2013
Q4 		– Sell
-351
Closed -$22K – 314
2013
Q3 		$22K Buy
+351
New +$24.2K 0.1% 121

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return