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Patriot Financial Group Insurance Agency’s Regal Rexnord RRX Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-5
Closed – – 1978
2020
Q3 		$0 Buy
5
+2
+67% +$190 ﹤0.01% 1820
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1812
2020
Q1 		$0 Buy
+3
New +$235 ﹤0.01% 1709

Other funds holding RRX

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Regal Rexnord (RRX) in Q4 2020, closing a stake of 5 shares.

Patriot Financial Group Insurance Agency first reported a position in RRX in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 343 funds tracked by Wall St. Rank hold RRX as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Regal Rexnord position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 Regal Rexnord shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Regal Rexnord in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Regal Rexnord position peaked at $0 in Q3 2020.
  • 343 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2020.

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