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San Luis Wealth Advisors’s Robert Half RHI Stock Holding History

San Luis Wealth Advisors’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,336
Closed -$1.45M – 139
2023
Q2 		$1.45M Sell
19,336
-1,699
-8% -$121K 0.51% 51
2023
Q1 		$1.7M Buy
+21,035
New +$1.67M 0.65% 43

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

San Luis Wealth Advisors's RHI Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Robert Half (RHI) in Q3 2023, closing a stake of 19,336 shares — an estimated $1.45M sold.

San Luis Wealth Advisors first reported a position in RHI in Q1 2023 and held it in 2 quarters. The position peaked at $1.7M in Q1 2023. 507 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Robert Half position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 19,336 Robert Half shares in Q3 2023, an estimated $1.45M.
  • San Luis Wealth Advisors first reported a position in Robert Half in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Robert Half position peaked at $1.7M in Q1 2023.
  • 507 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.