Smith, Moore & Co’s Rubicon Technologies, Inc. RBT Stock Holding History

Smith, Moore & Co’s Portfolio RBT Stock Details RBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,725	Closed	-$5.11K	–	407
2023 Q2	$5.11K	Hold	1,725	–	–	﹤0.01%	394
2023 Q1	$9.06K	Hold	1,725	–	–	﹤0.01%	386
2022 Q4	$24.6K	Hold	1,725	–	–	﹤0.01%	374
2022 Q3	$29K	Buy	+1,725	New	+$58.3K	﹤0.01%	376

Other funds holding RBT

Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCFM

Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smith, Moore & Co's RBT Position: Q3 2023 in Review

Smith, Moore & Co sold out of Rubicon Technologies, Inc. (RBT) in Q3 2023, closing a stake of 1,725 shares — an estimated $5.11K sold.

Smith, Moore & Co first reported a position in RBT in Q3 2022 and held it in 4 quarters. The position peaked at $29K in Q3 2022. 37 funds tracked by Wall St. Rank hold RBT as of Q3 2023.

Smith, Moore & Co reported no remaining Rubicon Technologies, Inc. position as of Q3 2023 after selling out during the quarter.
Smith, Moore & Co sold 1,725 Rubicon Technologies, Inc. shares in Q3 2023, an estimated $5.11K.
Smith, Moore & Co first reported a position in Rubicon Technologies, Inc. in Q3 2022 and held it in 4 quarters.
Smith, Moore & Co's Rubicon Technologies, Inc. position peaked at $29K in Q3 2022.
37 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2023.

Based on Smith, Moore & Co's 13F filing for Q3 2023, filed 14 Nov 2023.