PSI Advisors’s RH RH Stock Holding History

PSI Advisors’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15	Closed	-$5.9K	–	906
2024 Q4	$5.9K	Hold	15	–	–	﹤0.01%	605
2024 Q3	$5.02K	Hold	15	–	–	﹤0.01%	659
2024 Q2	$3.67K	Hold	15	–	–	﹤0.01%	671
2024 Q1	$5.22K	Hold	15	–	–	﹤0.01%	588
2023 Q4	$4.37K	Hold	15	–	–	﹤0.01%	648
2023 Q3	$3.96K	Hold	15	–	–	﹤0.01%	622
2023 Q2	$4.94K	Hold	15	–	–	﹤0.01%	589
2023 Q1	$3.65K	Hold	15	–	–	﹤0.01%	568
2022 Q4	$4.01K	Hold	15	–	–	﹤0.01%	545
2022 Q3	$4K	Sell	15 -50	-77%	-$13.5K	﹤0.01%	562
2022 Q2	$14K	Buy	65 +15	+30%	+$4.45K	0.01%	406
2022 Q1	$16K	Hold	50	–	–	0.01%	403
2021 Q4	$27K	Hold	50	–	–	0.01%	351
2021 Q3	$33K	Buy	+50	New	+$34.4K	0.02%	326

Other funds holding RH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return