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Robertson Stephens Wealth Management’s Regal Rexnord RRX Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q2 		– Sell
-1,464
Closed -$207K – 449
2023
Q1 		$207K Buy
+1,464
New +$212K 0.02% 422

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Robertson Stephens Wealth Management's RRX Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Regal Rexnord (RRX) in Q2 2023, closing a stake of 1,464 shares — an estimated $207K sold.

Robertson Stephens Wealth Management first reported a position in RRX in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 409 funds tracked by Wall St. Rank hold RRX as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining Regal Rexnord position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,464 Regal Rexnord shares in Q2 2023, an estimated $207K.
  • Robertson Stephens Wealth Management first reported a position in Regal Rexnord in Q1 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Regal Rexnord position peaked at $207K in Q1 2023.
  • 409 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.