SPWM
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Spartan Planning & Wealth Management’s Rafael Holdings RFL Stock Holding History

Spartan Planning & Wealth Management’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-356
Closed -$1K – 143
2022
Q1 		$1K Buy
+356
New +$1.22K ﹤0.01% 128

Other funds holding RFL

JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Spartan Planning & Wealth Management's RFL Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Rafael Holdings (RFL) in Q2 2022, closing a stake of 356 shares — an estimated $1K sold.

Spartan Planning & Wealth Management first reported a position in RFL in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 59 funds tracked by Wall St. Rank hold RFL as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Rafael Holdings position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 356 Rafael Holdings shares in Q2 2022, an estimated $1K.
  • Spartan Planning & Wealth Management first reported a position in Rafael Holdings in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Rafael Holdings position peaked at $1K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.