TCI Wealth Advisors’s Regal Rexnord RRX Stock Holding History

TCI 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 Q2	–	Sell	-51	Closed	-$7.18K	–	1824
2023 Q1	$7.18K	Buy	51 +1	+2%	+$145	﹤0.01%	1289
2022 Q4	$6K	Hold	50	–	–	﹤0.01%	1402
2022 Q3	$7K	Hold	50	–	–	﹤0.01%	1286
2022 Q2	$6K	Hold	50	–	–	﹤0.01%	1390
2022 Q1	$7K	Hold	50	–	–	﹤0.01%	1344
2021 Q4	$9K	Hold	50	–	–	﹤0.01%	1276
2021 Q3	$8K	Hold	50	–	–	﹤0.01%	1284
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	1233
2021 Q1	$7K	Hold	50	–	–	﹤0.01%	1078
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	826
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	786
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	831
2020 Q1	$3K	Buy	+50	New	+$3.92K	﹤0.01%	917
2019 Q2	–	Sell	-40	Closed	-$3K	–	1532
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	934
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	914
2018 Q3	$3K	Sell	40 -3	-7%	-$249	﹤0.01%	948
2018 Q2	$4K	Buy	+43	New	+$3.33K	﹤0.01%	873

Other funds holding RRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's RRX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Regal Rexnord (RRX) in Q2 2023, closing a stake of 51 shares — an estimated $7.18K sold.

TCI Wealth Advisors first reported a position in RRX in Q2 2018 and held it in 17 quarters. The position peaked at $9K in Q4 2021. 409 funds tracked by Wall St. Rank hold RRX as of Q2 2023.

TCI Wealth Advisors reported no remaining Regal Rexnord position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 51 Regal Rexnord shares in Q2 2023, an estimated $7.18K.
TCI Wealth Advisors first reported a position in Regal Rexnord in Q2 2018 and held it in 17 quarters.
TCI Wealth Advisors's Regal Rexnord position peaked at $9K in Q4 2021.
409 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.