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Patriot Financial Group Insurance Agency’s Robert Half RHI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,029
Closed -$378K – 488
2023
Q2 		$378K Buy
5,029
+234
+5% +$16.7K 0.07% 291
2023
Q1 		$386K Buy
4,795
+126
+3% +$10K 0.08% 276
2022
Q4 		$345K Buy
4,669
+194
+4% +$14.8K 0.05% 287
2022
Q3 		$342K Buy
4,475
+355
+9% +$27.8K 0.08% 270
2022
Q2 		$308K Buy
+4,120
New +$391K 0.06% 295
2020
Q4 		– Sell
-11
Closed -$1K – 1977
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1593
2020
Q2 		$1K Hold
11
– – ﹤0.01% 1572
2020
Q1 		$0 Buy
11
+8
+267% +$433 ﹤0.01% 1708
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1430
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1435
2019
Q2 		$1K Buy
+3
New +$179 ﹤0.01% 1315
2017
Q2 		– Sell
-55
Closed -$3K – 940
2017
Q1 		$3K Hold
55
– – ﹤0.01% 723
2016
Q4 		$3K Buy
+55
New +$2.36K ﹤0.01% 651

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RHI Position: Q3 2023 in Review

Patriot Financial Group Insurance Agency sold out of Robert Half (RHI) in Q3 2023, closing a stake of 5,029 shares — an estimated $378K sold.

Patriot Financial Group Insurance Agency first reported a position in RHI in Q4 2016 and held it in 13 quarters. The position peaked at $386K in Q1 2023. 508 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Robert Half position as of Q3 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,029 Robert Half shares in Q3 2023, an estimated $378K.
  • Patriot Financial Group Insurance Agency first reported a position in Robert Half in Q4 2016 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's Robert Half position peaked at $386K in Q1 2023.
  • 508 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2023, filed 19 Oct 2023.