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Poinciana Advisors Group’s Robert Half RHI Stock Holding History

Poinciana Advisors Group’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,262
Closed -$230K – 124
2024
Q4 		$230K Buy
+3,262
New +$233K 0.23% 80

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Poinciana Advisors Group's RHI Position: Q1 2025 in Review

Poinciana Advisors Group sold out of Robert Half (RHI) in Q1 2025, closing a stake of 3,262 shares — an estimated $230K sold.

Poinciana Advisors Group first reported a position in RHI in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 441 funds tracked by Wall St. Rank hold RHI as of Q1 2025.

  • Poinciana Advisors Group reported no remaining Robert Half position as of Q1 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 3,262 Robert Half shares in Q1 2025, an estimated $230K.
  • Poinciana Advisors Group first reported a position in Robert Half in Q4 2024 and held it in 1 quarter.
  • Poinciana Advisors Group's Robert Half position peaked at $230K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Robert Half as of Q1 2025.

Based on Poinciana Advisors Group's 13F filing for Q1 2025, filed 30 Apr 2025.