TWM
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Tradition Wealth Management’s RB Global RBA Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-1,009
Closed -$67K – 998
2023
Q4 		$67K Sell
1,009
-56
-5% -$3.6K 0.01% 560
2023
Q3 		$67K Hold
1,065
– – 0.01% 538
2023
Q2 		$64K Buy
1,065
+60
+6% +$3.38K 0.01% 568
2023
Q1 		$57K Hold
1,005
– – 0.01% 577
2022
Q4 		$58K Hold
1,005
– – 0.01% 498
2022
Q3 		$63K Buy
+1,005
New +$68.4K 0.01% 461

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's RBA Position: Q1 2024 in Review

Tradition Wealth Management sold out of RB Global (RBA) in Q1 2024, closing a stake of 1,009 shares — an estimated $67K sold.

Tradition Wealth Management first reported a position in RBA in Q3 2022 and held it in 6 quarters. The position peaked at $67K in Q4 2023. 409 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

  • Tradition Wealth Management reported no remaining RB Global position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,009 RB Global shares in Q1 2024, an estimated $67K.
  • Tradition Wealth Management first reported a position in RB Global in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's RB Global position peaked at $67K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.