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Robertson Stephens Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,532
Closed -$238K – 503
2024
Q1 		$238K Sell
7,532
-45,567
-86% -$1.37M 0.01% 460
2023
Q4 		$1.52M Buy
53,099
+790
+2% +$21.1K 0.09% 171
2023
Q3 		$1.34M Buy
+52,309
New +$1.4M 0.09% 173

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Robertson Stephens Wealth Management's DUHP Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2024, closing a stake of 7,532 shares — an estimated $238K sold.

Robertson Stephens Wealth Management first reported a position in DUHP in Q3 2023 and held it in 3 quarters. The position peaked at $1.52M in Q4 2023. 291 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 7,532 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2024, an estimated $238K.
  • Robertson Stephens Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.52M in Q4 2023.
  • 291 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.