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Sutton Wealth Advisors’s Regal Rexnord RRX Stock Holding History

Sutton Wealth Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.14K Hold
8
– – ﹤0.01% 784
2023
Q2 		$1.23K Hold
8
– – ﹤0.01% 757
2023
Q1 		$1.13K Sell
8
-6
-43% -$869 ﹤0.01% 717
2022
Q4 		$1.68K Buy
14
+10
+250% +$1.31K ﹤0.01% 1230
2022
Q3 		$561 Sell
4
-7
-64% -$940 ﹤0.01% 1450
2022
Q2 		$1.25K Buy
11
+1
+10% +$127 ﹤0.01% 1238
2022
Q1 		$1.49K Buy
10
+2
+25% +$321 ﹤0.01% 1246
2021
Q4 		$1.36K Buy
+8
New +$1.27K ﹤0.01% 1257

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sutton Wealth Advisors's RRX Position: Q3 2023 in Review

Sutton Wealth Advisors held its Regal Rexnord (RRX) position steady in Q3 2023 at 8 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Sutton Wealth Advisors first reported a position in RRX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.68K in Q4 2022. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

  • Sutton Wealth Advisors held 8 shares of Regal Rexnord worth $1.14K as of Q3 2023.
  • Sutton Wealth Advisors left its Regal Rexnord share count unchanged in Q3 2023.
  • Regal Rexnord made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #784 holding.
  • Sutton Wealth Advisors first reported a position in Regal Rexnord in Q4 2021 and has held it in 8 quarters since.
  • Sutton Wealth Advisors's Regal Rexnord position peaked at $1.68K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.