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	–	1039
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Plante Moran Financial Advisors's RRX Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of Regal Rexnord (RRX) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in RRX in Q4 2015 and held it in 10 quarters. The position peaked at $4K in Q4 2016. 410 funds tracked by Wall St. Rank hold RRX as of Q2 2022.

Plante Moran Financial Advisors reported no remaining Regal Rexnord position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 6 Regal Rexnord shares in Q2 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Regal Rexnord in Q4 2015 and held it in 10 quarters.
Plante Moran Financial Advisors's Regal Rexnord position peaked at $4K in Q4 2016.
410 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.