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Richard W. Paul & Associates’s Regal Rexnord RRX Stock Holding History

Richard W. Paul & Associates’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$2.96K – 529
2023
Q4 		$2.96K Hold
20
– – ﹤0.01% 383
2023
Q3 		$2.86K Hold
20
– – ﹤0.01% 376
2023
Q2 		$3.08K Hold
20
– – ﹤0.01% 401
2023
Q1 		$2.81K Sell
20
-2
-9% -$290 ﹤0.01% 417
2022
Q4 		$2.64K Buy
+22
New +$2.88K ﹤0.01% 414

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Richard W. Paul & Associates's RRX Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of Regal Rexnord (RRX) in Q1 2024, closing a stake of 20 shares — an estimated $2.96K sold.

Richard W. Paul & Associates first reported a position in RRX in Q4 2022 and held it in 5 quarters. The position peaked at $3.08K in Q2 2023. 436 funds tracked by Wall St. Rank hold RRX as of Q1 2024.

  • Richard W. Paul & Associates reported no remaining Regal Rexnord position as of Q1 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 20 Regal Rexnord shares in Q1 2024, an estimated $2.96K.
  • Richard W. Paul & Associates first reported a position in Regal Rexnord in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's Regal Rexnord position peaked at $3.08K in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.