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TRUE Private Wealth Advisors’s RH RH Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-85
Closed -$18K – 803
2019
Q4 		$18K Buy
+85
New +$16.6K ﹤0.01% 508
2019
Q3 		– Sell
-85
Closed -$9K – 609
2019
Q2 		$9K Buy
+85
New +$8.77K ﹤0.01% 566

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TRUE Private Wealth Advisors's RH Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of RH (RH) in Q1 2020, closing a stake of 85 shares — an estimated $18K sold.

TRUE Private Wealth Advisors first reported a position in RH in Q2 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 265 funds tracked by Wall St. Rank hold RH as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining RH position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 85 RH shares in Q1 2020, an estimated $18K.
  • TRUE Private Wealth Advisors first reported a position in RH in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's RH position peaked at $18K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held RH as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.