The Family Firm’s RB Global RBA Stock Holding History

The Family Firm’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 Q3	–	Sell	-285	Closed	-$21.8K	–	689
2024 Q2	$21.8K	Buy	+285	New	+$21.4K	﹤0.01%	556

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

The Family Firm's RBA Position: Q3 2024 in Review

The Family Firm sold out of RB Global (RBA) in Q3 2024, closing a stake of 285 shares — an estimated $21.8K sold.

The Family Firm first reported a position in RBA in Q2 2024 and held it in 1 quarter. The position peaked at $21.8K in Q2 2024. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

The Family Firm reported no remaining RB Global position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 285 RB Global shares in Q3 2024, an estimated $21.8K.
The Family Firm first reported a position in RB Global in Q2 2024 and held it in 1 quarter.
The Family Firm's RB Global position peaked at $21.8K in Q2 2024.
446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.