TWM
RH icon

Tradition Wealth Management’s RH RH Stock Holding History

Tradition Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-350
Closed -$102K – 1004
2023
Q4 		$102K Buy
350
+45
+15% +$11.6K 0.01% 467
2023
Q3 		$81K Buy
305
+95
+45% +$33K 0.01% 489
2023
Q2 		$69K Buy
210
+130
+163% +$34K 0.01% 547
2023
Q1 		$19K Buy
80
+10
+14% +$2.9K ﹤0.01% 846
2022
Q4 		$19K Buy
70
+20
+40% +$5.21K ﹤0.01% 766
2022
Q3 		$12K Hold
50
– – ﹤0.01% 891
2022
Q2 		$11K Sell
50
-50
-50% -$14.8K ﹤0.01% 805
2022
Q1 		$33K Sell
100
-50
-33% -$20K ﹤0.01% 606
2021
Q4 		$80K Buy
150
+50
+50% +$30.8K 0.01% 441
2021
Q3 		$67K Buy
+100
New +$68.8K 0.01% 439

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Tradition Wealth Management sold out of RH (RH) in Q1 2024, closing a stake of 350 shares — an estimated $102K sold.

Tradition Wealth Management first reported a position in RH in Q3 2021 and held it in 10 quarters. The position peaked at $102K in Q4 2023. 407 funds tracked by Wall St. Rank hold RH as of Q1 2024.

  • Tradition Wealth Management reported no remaining RH position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 350 RH shares in Q1 2024, an estimated $102K.
  • Tradition Wealth Management first reported a position in RH in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's RH position peaked at $102K in Q4 2023.
  • 407 funds tracked by Wall St. Rank held RH as of Q1 2024.

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