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Steward Partners Investment Advisory’s Retractable Technologies RVP Stock Holding History

Steward Partners Investment Advisory’s Portfolio RVP Stock Details RVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,250
Closed -$963 – 4077
2024
Q3 		$963 Hold
1,250
– – ﹤0.01% 3535
2024
Q2 		$1.35K Hold
1,250
– – ﹤0.01% 3351
2024
Q1 		$1.5K Hold
1,250
– – ﹤0.01% 3334
2023
Q4 		$1.39K Hold
1,250
– – ﹤0.01% 3263
2023
Q3 		$1.49K Hold
1,250
– – ﹤0.01% 3131
2023
Q2 		$1.44K Buy
+1,250
New +$1.79K ﹤0.01% 3085
2021
Q2 		– Sell
-50
Closed -$641 – 7351
2021
Q1 		$641 Buy
+50
New +$722 ﹤0.01% 3337

Other funds holding RVP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's RVP Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Retractable Technologies (RVP) in Q4 2024, closing a stake of 1,250 shares — an estimated $963 sold.

Steward Partners Investment Advisory first reported a position in RVP in Q1 2021 and held it in 7 quarters. The position peaked at $1.5K in Q1 2024. 30 funds tracked by Wall St. Rank hold RVP as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Retractable Technologies position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Retractable Technologies shares in Q4 2024, an estimated $963.
  • Steward Partners Investment Advisory first reported a position in Retractable Technologies in Q1 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Retractable Technologies position peaked at $1.5K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Retractable Technologies as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.