PFGIA
RGP icon

Patriot Financial Group Insurance Agency’s Resources Connection RGP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3
Closed – – 1976
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1818
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1809
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1706
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1428
2019
Q3 		$0 Buy
+3
New +$50 ﹤0.01% 1434

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RGP Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Resources Connection (RGP) in Q4 2020, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in RGP in Q3 2019 and held it in 5 quarters. The position peaked at $0 in Q3 2020. 137 funds tracked by Wall St. Rank hold RGP as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Resources Connection position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Resources Connection shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Resources Connection in Q3 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Resources Connection position peaked at $0 in Q3 2020.
  • 137 funds tracked by Wall St. Rank held Resources Connection as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.