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Plante Moran Financial Advisors’s Regal Rexnord RRX Stock Holding History

Plante Moran Financial Advisors’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
2022
Q2 		– Sell
-6
Closed -$1K – 1053
2022
Q1 		$1K Hold
6
– – ﹤0.01% 787
2021
Q4 		$1K Hold
6
– – ﹤0.01% 972
2021
Q3 		$1K Hold
6
– – ﹤0.01% 900
2021
Q2 		$1K Hold
6
– – ﹤0.01% 915
2021
Q1 		$1K Hold
6
– – ﹤0.01% 972
2020
Q4 		$1K Buy
+6
New +$663 ﹤0.01% 850
2018
Q2 		– Sell
-30
Closed -$2K – 945
2018
Q1 		$2K Buy
+30
New +$2.26K ﹤0.01% 858
2017
Q1 		– Sell
-54
Closed -$4K – 1006
2016
Q4 		$4K Hold
54
– – ﹤0.01% 770
2016
Q3 		$3K Buy
+54
New +$3.25K ﹤0.01% 798
2016
Q1 		– Sell
-70
Closed -$4K – 997
2015
Q4 		$4K Buy
+70
New +$4.29K ﹤0.01% 778

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return