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Selective Wealth Management’s Ralph Lauren RL Stock Holding History

Selective Wealth Management’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-160
Closed -$18K – 697
2021
Q3 		$18K Buy
+160
New +$18.5K 0.01% 376

Other funds holding RL

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's RL Position: Q4 2021 in Review

Selective Wealth Management sold out of Ralph Lauren (RL) in Q4 2021, closing a stake of 160 shares — an estimated $18K sold.

Selective Wealth Management first reported a position in RL in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 342 funds tracked by Wall St. Rank hold RL as of Q4 2021.

  • Selective Wealth Management reported no remaining Ralph Lauren position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 160 Ralph Lauren shares in Q4 2021, an estimated $18K.
  • Selective Wealth Management first reported a position in Ralph Lauren in Q3 2021 and held it in 1 quarter.
  • Selective Wealth Management's Ralph Lauren position peaked at $18K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.