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Tompkins Financial’s Regal Rexnord RRX Stock Holding History

Tompkins Financial’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
2021
Q1 		– Sell
-14
Closed -$2K – 517
2020
Q4 		$2K Buy
+14
New +$1.55K ﹤0.01% 428
2016
Q1 		– Sell
-151
Closed -$9K – 544
2015
Q4 		$9K Buy
+151
New +$9.25K ﹤0.01% 426

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Tompkins Financial's RRX Position: Q1 2021 in Review

Tompkins Financial sold out of Regal Rexnord (RRX) in Q1 2021, closing a stake of 14 shares — an estimated $2K sold.

Tompkins Financial first reported a position in RRX in Q4 2015 and held it in 2 quarters. The position peaked at $9K in Q4 2015. 351 funds tracked by Wall St. Rank hold RRX as of Q1 2021.

  • Tompkins Financial reported no remaining Regal Rexnord position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 14 Regal Rexnord shares in Q1 2021, an estimated $2K.
  • Tompkins Financial first reported a position in Regal Rexnord in Q4 2015 and held it in 2 quarters.
  • Tompkins Financial's Regal Rexnord position peaked at $9K in Q4 2015.
  • 351 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.