TFO Wealth Partners’s RB Global RBA Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$76	–	599
2024 Q1	$76	Hold	1	–	–	﹤0.01%	681
2023 Q4	$67	Hold	1	–	–	﹤0.01%	844
2023 Q3	$60	Hold	1	–	–	﹤0.01%	1037
2023 Q2	$60	Hold	1	–	–	﹤0.01%	746
2023 Q1	$56	Buy	+1	New	+$59	﹤0.01%	736

Other funds holding RBA

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

TFO Wealth Partners's RBA Position: Q2 2024 in Review

TFO Wealth Partners sold out of RB Global (RBA) in Q2 2024, closing a stake of 1 share — an estimated $76 sold.

TFO Wealth Partners first reported a position in RBA in Q1 2023 and held it in 5 quarters. The position peaked at $76 in Q1 2024. 421 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

TFO Wealth Partners reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 RB Global share in Q2 2024, an estimated $76.
TFO Wealth Partners first reported a position in RB Global in Q1 2023 and held it in 5 quarters.
TFO Wealth Partners's RB Global position peaked at $76 in Q1 2024.
421 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.