TFS
RBA icon

TrustCore Financial Services’s RB Global RBA Stock Holding History

TrustCore Financial Services’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-30
Closed -$2K – 1135
2021
Q2 		$2K Buy
+30
New +$1.85K ﹤0.01% 972

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

TrustCore Financial Services's RBA Position: Q3 2021 in Review

TrustCore Financial Services sold out of RB Global (RBA) in Q3 2021, closing a stake of 30 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in RBA in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 266 funds tracked by Wall St. Rank hold RBA as of Q3 2021.

  • TrustCore Financial Services reported no remaining RB Global position as of Q3 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 30 RB Global shares in Q3 2021, an estimated $2K.
  • TrustCore Financial Services first reported a position in RB Global in Q2 2021 and held it in 1 quarter.
  • TrustCore Financial Services's RB Global position peaked at $2K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held RB Global as of Q3 2021.

Based on TrustCore Financial Services's 13F filing for Q3 2021, filed 8 Nov 2021.