TrinityPoint Wealth’s Robert Half RHI Stock Holding History

TrinityPoint Wealth’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$353K	Buy	5,012 +34	+0.7%	+$2.42K	0.05%	251
2024 Q3	$336K	Buy	4,978 +64	+1%	+$4.05K	0.05%	254
2024 Q2	$314K	Hold	4,914	–	–	0.05%	248
2024 Q1	$390K	Hold	4,914	–	–	0.06%	219
2023 Q4	$432K	Hold	4,914	–	–	0.08%	203
2023 Q3	$360K	Sell	4,914 -597	-11%	-$45.3K	0.07%	209
2023 Q2	$415K	Sell	5,511 -234	-4%	-$16.7K	0.08%	197
2023 Q1	$463K	Sell	5,745 -322	-5%	-$25.6K	0.1%	180
2022 Q4	$448K	Sell	6,067 -171	-3%	-$13K	0.1%	181
2022 Q3	$477K	Buy	6,238 +426	+7%	+$33.3K	0.11%	164
2022 Q2	$435K	Buy	5,812 +479	+9%	+$45.4K	0.1%	173
2022 Q1	$609K	Buy	+5,333	New	+$615K	0.11%	159

Other funds holding RHI

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

TrinityPoint Wealth's RHI Position: Q4 2024 in Review

TrinityPoint Wealth increased its Robert Half (RHI) stake by 0.68% in Q4 2024, buying an estimated $2.42K and bringing the position to 5,012 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #251.

TrinityPoint Wealth first reported a position in RHI in Q1 2022 and has held it in 12 quarters since. The position peaked at $609K in Q1 2022. 459 funds tracked by Wall St. Rank hold RHI as of Q4 2024.

TrinityPoint Wealth held 5,012 shares of Robert Half worth $353K as of Q4 2024.
TrinityPoint Wealth bought 34 Robert Half shares in Q4 2024, an estimated $2.42K.
Robert Half made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #251 holding.
TrinityPoint Wealth first reported a position in Robert Half in Q1 2022 and has held it in 12 quarters since.
TrinityPoint Wealth's Robert Half position peaked at $609K in Q1 2022.
459 funds tracked by Wall St. Rank held Robert Half as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.