RCA
RBT

Resonant Capital Advisors’s Rubicon Technologies, Inc. RBT Stock Holding History

Resonant Capital 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
2024
Q2 		– Sell
-14,397
Closed -$5.8K – 357
2024
Q1 		$5.8K Hold
14,397
– – ﹤0.01% 342
2023
Q4 		$26.6K Hold
14,397
– – ﹤0.01% 287
2023
Q3 		$29.9K Buy
+14,397
New +$67.5K ﹤0.01% 270

Other funds holding RBT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Resonant Capital Advisors's RBT Position: Q2 2024 in Review

Resonant Capital Advisors sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 14,397 shares — an estimated $5.8K sold.

Resonant Capital Advisors first reported a position in RBT in Q3 2023 and held it in 3 quarters. The position peaked at $29.9K in Q3 2023. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

  • Resonant Capital Advisors reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 14,397 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $5.8K.
  • Resonant Capital Advisors first reported a position in Rubicon Technologies, Inc. in Q3 2023 and held it in 3 quarters.
  • Resonant Capital Advisors's Rubicon Technologies, Inc. position peaked at $29.9K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.