Plante Moran Financial Advisors’s RBC Bearings RBC Stock Holding History

Plante Moran Financial Advisors’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12	Closed	-$2K	–	1046
2022 Q2	$2K	Buy	+12	New	+$2.13K	﹤0.01%	839
2019 Q4	–	Sell	-124	Closed	-$21K	–	871
2019 Q3	$21K	Buy	+124	New	+$20K	0.01%	488
2018 Q1	–	Sell	-75	Closed	-$9K	–	999
2017 Q4	$9K	Buy	+75	New	+$9.41K	0.01%	611
2017 Q3	–	Sell	-204	Closed	-$21K	–	854
2017 Q2	$21K	Hold	204	–	–	0.01%	467
2017 Q1	$20K	Hold	204	–	–	0.01%	485
2016 Q4	$19K	Hold	204	–	–	0.01%	496
2016 Q3	$16K	Hold	204	–	–	0.01%	528
2016 Q2	$15K	Hold	204	–	–	0.01%	471
2016 Q1	$15K	Hold	204	–	–	0.01%	423
2015 Q4	$13K	Hold	204	–	–	0.01%	529
2015 Q3	$12K	Hold	204	–	–	0.01%	461
2015 Q2	$15K	Hold	204	–	–	0.01%	463
2015 Q1	$16K	Hold	204	–	–	0.01%	441
2014 Q4	$13K	Hold	204	–	–	0.01%	488
2014 Q3	$12K	Hold	204	–	–	0.01%	501
2014 Q2	$13K	Hold	204	–	–	0.01%	461
2014 Q1	$13K	Hold	204	–	–	0.01%	313
2013 Q4	$14K	Hold	204	–	–	0.01%	397
2013 Q3	$13K	Hold	204	–	–	0.01%	354
2013 Q2	$11K	Buy	+204	New	+$10K	0.01%	332

Other funds holding RBC

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return