QFA
RBT

Quattro Financial Advisors’s Rubicon Technologies, Inc. RBT Stock Holding History

Quattro Financial Advisors’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,030,500
Closed -$3.05M – 94
2023
Q2 		$3.05M Buy
1,030,500
+905,500
+724% +$3.37M 1.21% 23
2023
Q1 		$656K Buy
+125,000
New +$1.29M 0.27% 54

Other funds holding RBT

PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 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 $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Quattro Financial Advisors's RBT Position: Q3 2023 in Review

Quattro Financial Advisors sold out of Rubicon Technologies, Inc. (RBT) in Q3 2023, closing a stake of 1,030,500 shares — an estimated $3.05M sold.

Quattro Financial Advisors first reported a position in RBT in Q1 2023 and held it in 2 quarters. The position peaked at $3.05M in Q2 2023. 37 funds tracked by Wall St. Rank hold RBT as of Q3 2023.

  • Quattro Financial Advisors reported no remaining Rubicon Technologies, Inc. position as of Q3 2023 after selling out during the quarter.
  • Quattro Financial Advisors sold 1,030,500 Rubicon Technologies, Inc. shares in Q3 2023, an estimated $3.05M.
  • Quattro Financial Advisors first reported a position in Rubicon Technologies, Inc. in Q1 2023 and held it in 2 quarters.
  • Quattro Financial Advisors's Rubicon Technologies, Inc. position peaked at $3.05M in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2023.

Based on Quattro Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.