Sugarloaf Wealth Management’s RB Global RBA Stock Holding History

Sugarloaf Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$7.22K	Hold	80	–	–	﹤0.01%	536
2024 Q3	$6.44K	Hold	80	–	–	﹤0.01%	542
2024 Q2	$6.11K	Hold	80	–	–	﹤0.01%	519
2024 Q1	$6.09K	Hold	80	–	–	﹤0.01%	521
2023 Q4	$5.35K	Hold	80	–	–	﹤0.01%	544
2023 Q3	$5K	Hold	80	–	–	﹤0.01%	539
2023 Q2	$4.8K	Hold	80	–	–	﹤0.01%	552
2023 Q1	$4.5K	Hold	80	–	–	﹤0.01%	553
2022 Q4	$4.63K	Hold	80	–	–	﹤0.01%	588
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	626
2022 Q2	$5K	Buy	+80	New	+$4.7K	﹤0.01%	612
2022 Q1	–	Sell	-80	Closed	-$5K	–	752
2021 Q4	$5K	Buy	+80	New	+$5.35K	﹤0.01%	595
2021 Q3	–	Sell	-80	Closed	-$5K	–	795
2021 Q2	$5K	Buy	+80	New	+$4.92K	﹤0.01%	602
2020 Q3	–	Sell	-80	Closed	-$3K	–	714
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	575
2020 Q1	$3K	Hold	80	–	–	﹤0.01%	573
2019 Q4	$3K	Buy	+80	New	+$3.33K	﹤0.01%	608

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sugarloaf Wealth Management's RBA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its RB Global (RBA) position steady in Q4 2024 at 80 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Sugarloaf Wealth Management first reported a position in RBA in Q4 2019 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

Sugarloaf Wealth Management held 80 shares of RB Global worth $7.22K as of Q4 2024.
Sugarloaf Wealth Management left its RB Global share count unchanged in Q4 2024.
RB Global made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #536 holding.
Sugarloaf Wealth Management first reported a position in RB Global in Q4 2019 and has held it in 16 quarters since.
479 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.