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Shelton Wealth Management’s Rambus RMBS Stock Holding History

Shelton Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,969
Closed -$678K – 151
2024
Q1 		$678K Buy
10,969
+2,471
+29% +$156K 0.43% 62
2023
Q4 		$580K Buy
+8,498
New +$529K 0.41% 49

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shelton Wealth Management's RMBS Position: Q2 2024 in Review

Shelton Wealth Management sold out of Rambus (RMBS) in Q2 2024, closing a stake of 10,969 shares — an estimated $678K sold.

Shelton Wealth Management first reported a position in RMBS in Q4 2023 and held it in 2 quarters. The position peaked at $678K in Q1 2024. 363 funds tracked by Wall St. Rank hold RMBS as of Q2 2024.

  • Shelton Wealth Management reported no remaining Rambus position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 10,969 Rambus shares in Q2 2024, an estimated $678K.
  • Shelton Wealth Management first reported a position in Rambus in Q4 2023 and held it in 2 quarters.
  • Shelton Wealth Management's Rambus position peaked at $678K in Q1 2024.
  • 363 funds tracked by Wall St. Rank held Rambus as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.