Smith Salley Wealth Management’s Robert Half RHI Stock Holding History

Smith Salley Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,085	Closed	-$321K	–	195
2020 Q2	$321K	Hold	6,085	–	–	0.04%	156
2020 Q1	$230K	Sell	6,085 -36	-0.6%	-$1.95K	0.04%	165
2019 Q4	$387K	Buy	6,121 +1,191	+24%	+$69.1K	0.05%	144
2019 Q3	$274K	Hold	4,930	–	–	0.04%	167
2019 Q2	$281K	Buy	+4,930	New	+$294K	0.04%	166
2018 Q3	–	Sell	-5,350	Closed	-$348K	–	191
2018 Q2	$348K	Hold	5,350	–	–	0.06%	139
2018 Q1	$310K	Sell	5,350 -36	-0.7%	-$2.06K	0.06%	139
2017 Q4	$299K	Buy	5,386 +52	+1%	+$2.77K	0.05%	146
2017 Q3	$269K	Hold	5,334	–	–	0.05%	144
2017 Q2	$256K	Sell	5,334 -251	-4%	-$11.7K	0.05%	151
2017 Q1	$273K	Buy	5,585 +422	+8%	+$20.4K	0.06%	139
2016 Q4	$252K	Buy	+5,163	New	+$221K	0.05%	135

Other funds holding RHI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Smith Salley Wealth Management's RHI Position: Q3 2020 in Review

Smith Salley Wealth Management sold out of Robert Half (RHI) in Q3 2020, closing a stake of 6,085 shares — an estimated $321K sold.

Smith Salley Wealth Management first reported a position in RHI in Q4 2016 and held it in 12 quarters. The position peaked at $387K in Q4 2019. 432 funds tracked by Wall St. Rank hold RHI as of Q3 2020.

Smith Salley Wealth Management reported no remaining Robert Half position as of Q3 2020 after selling out during the quarter.
Smith Salley Wealth Management sold 6,085 Robert Half shares in Q3 2020, an estimated $321K.
Smith Salley Wealth Management first reported a position in Robert Half in Q4 2016 and held it in 12 quarters.
Smith Salley Wealth Management's Robert Half position peaked at $387K in Q4 2019.
432 funds tracked by Wall St. Rank held Robert Half as of Q3 2020.

Based on Smith Salley Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.