RIM
STXF

Rockbridge Investment Management’s Strive 500 ETF STXF Stock Holding History

Rockbridge Investment Management’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$1.53K – 554
2023
Q4 		$1.53K Buy
+50
New +$1.43K ﹤0.01% 569

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rockbridge Investment Management's STXF Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Strive 500 ETF (STXF) in Q1 2024, closing a stake of 50 shares — an estimated $1.53K sold.

Rockbridge Investment Management first reported a position in STXF in Q4 2023 and held it in 1 quarter. The position peaked at $1.53K in Q4 2023. 83 funds tracked by Wall St. Rank hold STXF as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Strive 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 Strive 500 ETF shares in Q1 2024, an estimated $1.53K.
  • Rockbridge Investment Management first reported a position in Strive 500 ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Strive 500 ETF position peaked at $1.53K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.