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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return