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TRUE Private Wealth Advisors’s RF Industries RFIL Stock Holding History

TRUE Private Wealth Advisors’s Portfolio RFIL Stock Details RFIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,654
Closed -$95K – 235
2022
Q3 		$95K Hold
16,654
– – 0.01% 212
2022
Q2 		$103K Sell
16,654
-1,882
-10% -$12.1K 0.02% 223
2022
Q1 		$119K Sell
18,536
-3,534
-16% -$25.4K 0.02% 233
2021
Q4 		$176K Hold
22,070
– – 0.03% 257
2021
Q3 		$179K Sell
22,070
-1,000
-4% -$8.36K 0.03% 236
2021
Q2 		$172K Sell
23,070
-1,759
-7% -$12.4K 0.03% 231
2021
Q1 		$150K Sell
24,829
-4,759
-16% -$28K 0.02% 227
2020
Q4 		$145K Sell
29,588
-9,045
-23% -$43.1K 0.02% 230
2020
Q3 		$171K Sell
38,633
-13,161
-25% -$59.1K 0.03% 197
2020
Q2 		$241K Buy
51,794
+4,495
+10% +$22.8K 0.04% 163
2020
Q1 		$188K Sell
47,299
-660
-1% -$3.85K 0.04% 152
2019
Q4 		$325K Sell
47,959
-4,877
-9% -$30.3K 0.05% 166
2019
Q3 		$375K Sell
52,836
-3,393
-6% -$26.3K 0.06% 141
2019
Q2 		$475K Buy
56,229
+12,053
+27% +$89.5K 0.08% 126
2019
Q1 		$298K Buy
44,176
+871
+2% +$6.53K 0.06% 153
2018
Q4 		$315K Buy
43,305
+14,801
+52% +$111K 0.06% 181
2018
Q3 		$203K Buy
28,504
+2,504
+10% +$23.6K 0.03% 261
2018
Q2 		$189K Buy
+26,000
New +$162K 0.03% 261

Other funds holding RFIL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
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
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

TRUE Private Wealth Advisors's RFIL Position: Q4 2022 in Review

TRUE Private Wealth Advisors sold out of RF Industries (RFIL) in Q4 2022, closing a stake of 16,654 shares — an estimated $95K sold.

TRUE Private Wealth Advisors first reported a position in RFIL in Q2 2018 and held it in 18 quarters. The position peaked at $475K in Q2 2019. 28 funds tracked by Wall St. Rank hold RFIL as of Q4 2022.

  • TRUE Private Wealth Advisors reported no remaining RF Industries position as of Q4 2022 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 16,654 RF Industries shares in Q4 2022, an estimated $95K.
  • TRUE Private Wealth Advisors first reported a position in RF Industries in Q2 2018 and held it in 18 quarters.
  • TRUE Private Wealth Advisors's RF Industries position peaked at $475K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held RF Industries as of Q4 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.