SW
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SteelPeak Wealth’s RH RH Stock Holding History

SteelPeak Wealth’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-900
Closed -$297K – 499
2023
Q2 		$297K Buy
+900
New +$235K 0.02% 326
2022
Q1 		– Sell
-600
Closed -$322K – 475
2021
Q4 		$322K Sell
600
-208
-26% -$128K 0.02% 320
2021
Q3 		$539K Buy
808
+28
+4% +$19.3K 0.04% 243
2021
Q2 		$530K Buy
780
+280
+56% +$182K 0.04% 260
2021
Q1 		$298K Buy
+500
New +$246K 0.02% 302
2020
Q1 		– Sell
-938
Closed -$200K – 292
2019
Q4 		$200K Buy
+938
New +$183K 0.03% 239

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SteelPeak Wealth's RH Position: Q3 2023 in Review

SteelPeak Wealth sold out of RH (RH) in Q3 2023, closing a stake of 900 shares — an estimated $297K sold.

SteelPeak Wealth first reported a position in RH in Q4 2019 and held it in 6 quarters. The position peaked at $539K in Q3 2021. 403 funds tracked by Wall St. Rank hold RH as of Q3 2023.

  • SteelPeak Wealth reported no remaining RH position as of Q3 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 900 RH shares in Q3 2023, an estimated $297K.
  • SteelPeak Wealth first reported a position in RH in Q4 2019 and held it in 6 quarters.
  • SteelPeak Wealth's RH position peaked at $539K in Q3 2021.
  • 403 funds tracked by Wall St. Rank held RH as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.