RG
RH icon

Retirement Group’s RH RH Stock Holding History

Retirement Group’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
2024
Q1 		$1.04K Hold
3
– – ﹤0.01% 714
2023
Q4 		$874 Hold
3
– – ﹤0.01% 710
2023
Q3 		$793 Hold
3
– – ﹤0.01% 654
2023
Q2 		$989 Sell
3
-2
-40% -$523 ﹤0.01% 673
2023
Q1 		$1K Hold
5
– – ﹤0.01% 655
2022
Q4 		$1K Buy
+5
New +$1.3K ﹤0.01% 592
2022
Q3 		– Sell
-10
Closed -$2K – 736
2022
Q2 		$2K Buy
10
+5
+100% +$1.48K ﹤0.01% 636
2022
Q1 		$2K Buy
+5
New +$2K ﹤0.01% 635

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return