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TFO Wealth Partners’s Reliance Steel & Aluminium RS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$1K – 621
2024
Q1 		$1K Sell
3
-1
-25% -$304 ﹤0.01% 165
2023
Q4 		$1.12K Hold
4
– – ﹤0.01% 183
2023
Q3 		$1.09K Buy
4
+1
+33% +$277 ﹤0.01% 269
2023
Q2 		$815 Hold
3
– – ﹤0.01% 224
2023
Q1 		$770 Sell
3
-1
-25% -$236 ﹤0.01% 192
2022
Q4 		$568 Buy
+4
New +$796 ﹤0.01% 465
2022
Q3 		– Sell
-34
Closed -$6K – 421
2022
Q2 		$6K Buy
+34
New +$6.35K ﹤0.01% 198

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TFO Wealth Partners sold out of Reliance Steel & Aluminium (RS) in Q2 2024, closing a stake of 3 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in RS in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 577 funds tracked by Wall St. Rank hold RS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Reliance Steel & Aluminium position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Reliance Steel & Aluminium shares in Q2 2024, an estimated $1K.
  • TFO Wealth Partners first reported a position in Reliance Steel & Aluminium in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Reliance Steel & Aluminium position peaked at $6K in Q2 2022.
  • 577 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2024.

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