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Prestige Wealth Management Group’s RBC Bearings RBC Stock Holding History

Prestige Wealth Management Group’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18
Closed -$3.77K – 1142
2022
Q4 		$3.77K Buy
+18
New +$4.11K ﹤0.01% 682
2019
Q1 		– Sell
-35
Closed -$5K – 980
2018
Q4 		$5K Buy
+35
New +$5.09K ﹤0.01% 604

Other funds holding RBC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Prestige Wealth Management Group's RBC Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of RBC Bearings (RBC) in Q1 2023, closing a stake of 18 shares — an estimated $3.77K sold.

Prestige Wealth Management Group first reported a position in RBC in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 304 funds tracked by Wall St. Rank hold RBC as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining RBC Bearings position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 18 RBC Bearings shares in Q1 2023, an estimated $3.77K.
  • Prestige Wealth Management Group first reported a position in RBC Bearings in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's RBC Bearings position peaked at $5K in Q4 2018.
  • 304 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.