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Simplicity Wealth’s RBC Bearings RBC Stock Holding History

Simplicity Wealth’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,697
Closed -$997K – 1042
2024
Q2 		$997K Buy
3,697
+192
+5% +$51.6K 0.02% 527
2024
Q1 		$948K Buy
+3,505
New +$946K 0.02% 536

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Simplicity Wealth's RBC Position: Q3 2024 in Review

Simplicity Wealth sold out of RBC Bearings (RBC) in Q3 2024, closing a stake of 3,697 shares — an estimated $997K sold.

Simplicity Wealth first reported a position in RBC in Q1 2024 and held it in 2 quarters. The position peaked at $997K in Q2 2024. 388 funds tracked by Wall St. Rank hold RBC as of Q3 2024.

  • Simplicity Wealth reported no remaining RBC Bearings position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,697 RBC Bearings shares in Q3 2024, an estimated $997K.
  • Simplicity Wealth first reported a position in RBC Bearings in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's RBC Bearings position peaked at $997K in Q2 2024.
  • 388 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.