PWMG
RLGT icon

Private Wealth Management Group’s Radiant Logistics RLGT Stock Holding History

Private Wealth Management Group’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-143
Closed -$950 – 1569
2023
Q4 		$950 Buy
+143
New +$867 ﹤0.01% 1300

Other funds holding RLGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Management Group's RLGT Position: Q1 2024 in Review

Private Wealth Management Group sold out of Radiant Logistics (RLGT) in Q1 2024, closing a stake of 143 shares — an estimated $950 sold.

Private Wealth Management Group first reported a position in RLGT in Q4 2023 and held it in 1 quarter. The position peaked at $950 in Q4 2023. 113 funds tracked by Wall St. Rank hold RLGT as of Q1 2024.

  • Private Wealth Management Group reported no remaining Radiant Logistics position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 143 Radiant Logistics shares in Q1 2024, an estimated $950.
  • Private Wealth Management Group first reported a position in Radiant Logistics in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Radiant Logistics position peaked at $950 in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Radiant Logistics as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.