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Strategic Financial Concepts’s Rush Enterprises Class A RUSHA Stock Holding History

Strategic Financial Concepts’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97,570
Closed -$1.91K – 624
2024
Q2 		$1.91K Buy
+97,570
New +$4.48M ﹤0.01% 560

Other funds holding RUSHA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Strategic Financial Concepts's RUSHA Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Rush Enterprises Class A (RUSHA) in Q3 2024, closing a stake of 97,570 shares — an estimated $1.91K sold.

Strategic Financial Concepts first reported a position in RUSHA in Q2 2024 and held it in 1 quarter. The position peaked at $1.91K in Q2 2024. 277 funds tracked by Wall St. Rank hold RUSHA as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Rush Enterprises Class A position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 97,570 Rush Enterprises Class A shares in Q3 2024, an estimated $1.91K.
  • Strategic Financial Concepts first reported a position in Rush Enterprises Class A in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Rush Enterprises Class A position peaked at $1.91K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.