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Robertson Stephens Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Robertson Stephens Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,250
Closed -$4.52M – 472
2023
Q3 		$4.52M Buy
17,250
+59
+0.3% +$16.4K 0.31% 69
2023
Q2 		$4.67M Buy
+17,191
New +$4.26M 0.33% 68

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's RS Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q4 2023, closing a stake of 17,250 shares — an estimated $4.52M sold.

Robertson Stephens Wealth Management first reported a position in RS in Q2 2023 and held it in 2 quarters. The position peaked at $4.67M in Q2 2023. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 17,250 Reliance Steel & Aluminium shares in Q4 2023, an estimated $4.52M.
  • Robertson Stephens Wealth Management first reported a position in Reliance Steel & Aluminium in Q2 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Reliance Steel & Aluminium position peaked at $4.67M in Q2 2023.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.