SWA
RHI icon

SOA Wealth Advisors’s Robert Half RHI Stock Holding History

SOA Wealth Advisors’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
2026
Q1 		$60 Hold
2
– – ﹤0.01% 848
2025
Q4 		$63 Hold
2
– – ﹤0.01% 845
2025
Q3 		$77 Hold
2
– – ﹤0.01% 862
2025
Q2 		$91 Hold
2
– – ﹤0.01% 842
2025
Q1 		$120 Hold
2
– – ﹤0.01% 842
2024
Q4 		$153 Sell
2
-2
-50% -$143 ﹤0.01% 833
2024
Q3 		$290 Hold
4
– – ﹤0.01% 776
2024
Q2 		$273 Sell
4
-2
-33% -$137 ﹤0.01% 792
2024
Q1 		$494 Hold
6
– – ﹤0.01% 805
2023
Q4 		$546 Hold
6
– – ﹤0.01% 797
2023
Q3 		$453 Hold
6
– – ﹤0.01% 829
2023
Q2 		$463 Hold
6
– – ﹤0.01% 838
2023
Q1 		$494 Hold
6
– – ﹤0.01% 845
2022
Q4 		$451 Sell
6
-3
-33% -$229 ﹤0.01% 852
2022
Q3 		$0 Hold
9
– – ﹤0.01% 964
2022
Q2 		$0 Sell
9
-112
-93% -$10.6K ﹤0.01% 994
2022
Q1 		$13K Hold
121
– – ﹤0.01% 537
2021
Q4 		$13K Hold
121
– – ﹤0.01% 524
2021
Q3 		$12K Buy
121
+1
+0.8% +$98 ﹤0.01% 552
2021
Q2 		$10K Buy
+120
New +$10.5K ﹤0.01% 581

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return