Rehmann Capital Advisory Group’s RB Global RBA Stock Holding History

Rehmann Capital Advisory 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
2023 Q3	–	Sell	-4,015	Closed	-$241K	–	562
2023 Q2	$241K	Sell	4,015 -3	-0.1%	-$169	0.02%	476
2023 Q1	$226K	Buy	4,018 +419	+12%	+$24.7K	0.02%	491
2022 Q4	$208K	Sell	3,599 -429	-11%	-$25K	0.02%	513
2022 Q3	$252K	Buy	4,028 +756	+23%	+$51.4K	0.03%	424
2022 Q2	$213K	Buy	+3,272	New	+$192K	0.02%	456
2019 Q1	–	Sell	-2,869	Closed	-$93.9K	–	2129
2018 Q4	$93.9K	Buy	+2,869	New	+$96.5K	0.01%	417
2018 Q2	–	Sell	-2,932	Closed	-$92K	–	2219
2018 Q1	$92K	Buy	+2,932	New	+$93.4K	0.01%	568

Other funds holding RBA

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rehmann Capital Advisory Group's RBA Position: Q3 2023 in Review

Rehmann Capital Advisory Group sold out of RB Global (RBA) in Q3 2023, closing a stake of 4,015 shares — an estimated $241K sold.

Rehmann Capital Advisory Group first reported a position in RBA in Q1 2018 and held it in 7 quarters. The position peaked at $252K in Q3 2022. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

Rehmann Capital Advisory Group reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,015 RB Global shares in Q3 2023, an estimated $241K.
Rehmann Capital Advisory Group first reported a position in RB Global in Q1 2018 and held it in 7 quarters.
Rehmann Capital Advisory Group's RB Global position peaked at $252K in Q3 2022.
386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.