Platte River Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Platte River Wealth 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
2023 Q4	–	Sell	-1,430	Closed	-$204K	–	103
2023 Q3	$204K	Sell	1,430 -660	-32%	-$102K	0.07%	92
2023 Q2	$322K	Buy	+2,090	New	+$285K	0.11%	79

Other funds holding RRX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Platte River Wealth Advisors's RRX Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of Regal Rexnord (RRX) in Q4 2023, closing a stake of 1,430 shares — an estimated $204K sold.

Platte River Wealth Advisors first reported a position in RRX in Q2 2023 and held it in 2 quarters. The position peaked at $322K in Q2 2023. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

Platte River Wealth Advisors reported no remaining Regal Rexnord position as of Q4 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 1,430 Regal Rexnord shares in Q4 2023, an estimated $204K.
Platte River Wealth Advisors first reported a position in Regal Rexnord in Q2 2023 and held it in 2 quarters.
Platte River Wealth Advisors's Regal Rexnord position peaked at $322K in Q2 2023.
429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.