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Tradition Wealth Management’s RBC Bearings RBC Stock Holding History

Tradition Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-321
Closed -$91K – 999
2023
Q4 		$91K Hold
321
– – 0.01% 500
2023
Q3 		$75K Hold
321
– – 0.01% 509
2023
Q2 		$70K Hold
321
– – 0.01% 541
2023
Q1 		$75K Hold
321
– – 0.01% 516
2022
Q4 		$67K Hold
321
– – 0.01% 463
2022
Q3 		$67K Buy
+321
New +$73.9K 0.01% 447

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Tradition Wealth Management sold out of RBC Bearings (RBC) in Q1 2024, closing a stake of 321 shares — an estimated $91K sold.

Tradition Wealth Management first reported a position in RBC in Q3 2022 and held it in 6 quarters. The position peaked at $91K in Q4 2023. 347 funds tracked by Wall St. Rank hold RBC as of Q1 2024.

  • Tradition Wealth Management reported no remaining RBC Bearings position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 321 RBC Bearings shares in Q1 2024, an estimated $91K.
  • Tradition Wealth Management first reported a position in RBC Bearings in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's RBC Bearings position peaked at $91K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2024.

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