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Summit Wealth Group’s Reliance Steel & Aluminium RS Stock Holding History

Summit Wealth Group’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-41,078
Closed – – 220
2023
Q1 		$0 Buy
+41,078
New +$9.68M ﹤0.01% 243

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Summit Wealth Group's RS Position: Q2 2023 in Review

Summit Wealth Group sold out of Reliance Steel & Aluminium (RS) in Q2 2023, closing a stake of 41,078 shares.

Summit Wealth Group first reported a position in RS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 525 funds tracked by Wall St. Rank hold RS as of Q2 2023.

  • Summit Wealth Group reported no remaining Reliance Steel & Aluminium position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 41,078 Reliance Steel & Aluminium shares in Q2 2023.
  • Summit Wealth Group first reported a position in Reliance Steel & Aluminium in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Reliance Steel & Aluminium position peaked at $0 in Q1 2023.
  • 525 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.