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Precision Wealth Strategies’s Robert Half RHI Stock Holding History

Precision Wealth Strategies’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
2023
Q2 		– Sell
-2,859
Closed -$230K – 74
2023
Q1 		$230K Sell
2,859
-197
-6% -$15.6K 0.36% 58
2022
Q4 		$226K Sell
3,056
-141
-4% -$10.8K 0.24% 87
2022
Q3 		$231K Sell
3,197
-2,206
-41% -$172K 0.2% 107
2022
Q2 		$409K Buy
5,403
+488
+10% +$46.3K 0.32% 67
2022
Q1 		$561K Sell
4,915
-990
-17% -$114K 0.33% 58
2021
Q4 		$659K Buy
+5,905
New +$657K 0.48% 57

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Precision Wealth Strategies's RHI Position: Q2 2023 in Review

Precision Wealth Strategies sold out of Robert Half (RHI) in Q2 2023, closing a stake of 2,859 shares — an estimated $230K sold.

Precision Wealth Strategies first reported a position in RHI in Q4 2021 and held it in 6 quarters. The position peaked at $659K in Q4 2021. 527 funds tracked by Wall St. Rank hold RHI as of Q2 2023.

  • Precision Wealth Strategies reported no remaining Robert Half position as of Q2 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,859 Robert Half shares in Q2 2023, an estimated $230K.
  • Precision Wealth Strategies first reported a position in Robert Half in Q4 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Robert Half position peaked at $659K in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Robert Half as of Q2 2023.

Based on Precision Wealth Strategies's 13F filing for Q2 2023, filed 9 Aug 2023.