Tradition Wealth Management’s Rambus RMBS Stock Holding History

Tradition Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-300	Closed	-$20K	–	1011
2023 Q4	$20K	Hold	300	–	–	﹤0.01%	846
2023 Q3	$17K	Hold	300	–	–	﹤0.01%	888
2023 Q2	$19K	Hold	300	–	–	﹤0.01%	898
2023 Q1	$15K	Hold	300	–	–	﹤0.01%	900
2022 Q4	$11K	Hold	300	–	–	﹤0.01%	894
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	983
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	924
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	906
2021 Q4	$9K	Hold	300	–	–	﹤0.01%	943
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	982
2021 Q2	$7K	Buy	+300	New	+$6.04K	﹤0.01%	1019
2021 Q1	–	Sell	-300	Closed	-$5K	–	981
2020 Q4	$5K	Buy	+300	New	+$4.71K	﹤0.01%	848

Other funds holding RMBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return