SkyOak Wealth’s Reliance Steel & Aluminium RS Stock Holding History

SkyOak Wealth’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-788	Closed	-$225K	–	259
2024 Q2	$225K	Buy	+788	New	+$237K	0.05%	215

Other funds holding RS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SkyOak Wealth's RS Position: Q3 2024 in Review

SkyOak Wealth sold out of Reliance Steel & Aluminium (RS) in Q3 2024, closing a stake of 788 shares — an estimated $225K sold.

SkyOak Wealth first reported a position in RS in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 588 funds tracked by Wall St. Rank hold RS as of Q3 2024.

SkyOak Wealth reported no remaining Reliance Steel & Aluminium position as of Q3 2024 after selling out during the quarter.
SkyOak Wealth sold 788 Reliance Steel & Aluminium shares in Q3 2024, an estimated $225K.
SkyOak Wealth first reported a position in Reliance Steel & Aluminium in Q2 2024 and held it in 1 quarter.
SkyOak Wealth's Reliance Steel & Aluminium position peaked at $225K in Q2 2024.
588 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.