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Redwood Wealth Management Group’s RB Global RBA Stock Holding History

Redwood Wealth Management Group’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$1.15K – 863
2024
Q2 		$1.15K Buy
+15
New +$1.12K ﹤0.01% 980

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Redwood Wealth Management Group's RBA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of RB Global (RBA) in Q3 2024, closing a stake of 15 shares — an estimated $1.15K sold.

Redwood Wealth Management Group first reported a position in RBA in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining RB Global position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15 RB Global shares in Q3 2024, an estimated $1.15K.
  • Redwood Wealth Management Group first reported a position in RB Global in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's RB Global position peaked at $1.15K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.