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Planned Solutions’s Reliance Steel & Aluminium RS Stock Holding History

Planned Solutions’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
-320
Closed -$92.5K – 520
2024
Q3 		$92.5K Buy
+320
New +$91.6K 0.04% 218
2024
Q1 		– Sell
-320
Closed -$89.5K – 449
2023
Q4 		$89.5K Buy
+320
New +$85K 0.04% 203

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 $3.37T AUM 44.26% 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

Planned Solutions's RS Position: Q4 2024 in Review

Planned Solutions sold out of Reliance Steel & Aluminium (RS) in Q4 2024, closing a stake of 320 shares — an estimated $92.5K sold.

Planned Solutions first reported a position in RS in Q4 2023 and held it in 2 quarters. The position peaked at $92.5K in Q3 2024. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

  • Planned Solutions reported no remaining Reliance Steel & Aluminium position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 320 Reliance Steel & Aluminium shares in Q4 2024, an estimated $92.5K.
  • Planned Solutions first reported a position in Reliance Steel & Aluminium in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Reliance Steel & Aluminium position peaked at $92.5K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.