SQA
RBA icon

Simon Quick Advisors’s RB Global RBA Stock Holding History

Simon Quick Advisors’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
2024
Q3 		– Sell
-4,004
Closed -$306K – 451
2024
Q2 		$306K Buy
4,004
+7
+0.2% +$525 0.02% 281
2024
Q1 		$304K Sell
3,997
-69
-2% -$4.82K 0.02% 291
2023
Q4 		$272K Buy
4,066
+85
+2% +$5.46K 0.02% 259
2023
Q3 		$249K Buy
+3,981
New +$245K 0.02% 266

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Simon Quick Advisors's RBA Position: Q3 2024 in Review

Simon Quick Advisors sold out of RB Global (RBA) in Q3 2024, closing a stake of 4,004 shares — an estimated $306K sold.

Simon Quick Advisors first reported a position in RBA in Q3 2023 and held it in 4 quarters. The position peaked at $306K in Q2 2024. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

  • Simon Quick Advisors reported no remaining RB Global position as of Q3 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 4,004 RB Global shares in Q3 2024, an estimated $306K.
  • Simon Quick Advisors first reported a position in RB Global in Q3 2023 and held it in 4 quarters.
  • Simon Quick Advisors's RB Global position peaked at $306K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on Simon Quick Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.