SPIA
RBT

Steward Partners Investment Advisory’s Rubicon Technologies, Inc. RBT Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-416
Closed -$48 – 3896
2024
Q2 		$48 Buy
+416
New +$129 ﹤0.01% 3575

Other funds holding RBT

ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Steward Partners Investment Advisory's RBT Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Rubicon Technologies, Inc. (RBT) in Q3 2024, closing a stake of 416 shares — an estimated $48 sold.

Steward Partners Investment Advisory first reported a position in RBT in Q2 2024 and held it in 1 quarter. The position peaked at $48 in Q2 2024. 3 funds tracked by Wall St. Rank hold RBT as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Rubicon Technologies, Inc. position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 416 Rubicon Technologies, Inc. shares in Q3 2024, an estimated $48.
  • Steward Partners Investment Advisory first reported a position in Rubicon Technologies, Inc. in Q2 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Rubicon Technologies, Inc. position peaked at $48 in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.