Selective Wealth Management’s RB Global RBA Stock Holding History

Selective Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-51	Closed	-$3K	–	819
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	641
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	588
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	525
2021 Q2	$3K	Buy	+51	New	+$3.14K	﹤0.01%	443

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Selective Wealth Management's RBA Position: Q2 2022 in Review

Selective Wealth Management sold out of RB Global (RBA) in Q2 2022, closing a stake of 51 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in RBA in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 305 funds tracked by Wall St. Rank hold RBA as of Q2 2022.

Selective Wealth Management reported no remaining RB Global position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 51 RB Global shares in Q2 2022, an estimated $3K.
Selective Wealth Management first reported a position in RB Global in Q2 2021 and held it in 4 quarters.
Selective Wealth Management's RB Global position peaked at $3K in Q1 2022.
305 funds tracked by Wall St. Rank held RB Global as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.