Valeo Financial Advisors
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Valeo Financial Advisors’s Regal Rexnord RRX Stock Holding History

Valeo Financial Advisors’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3
Closed – – 1545
2021
Q1 		$0 Buy
+3
New +$412 ﹤0.01% 2158
2020
Q3 		– Sell
-6
Closed -$1K – 2048
2020
Q2 		$1K Buy
+6
New +$450 ﹤0.01% 1947

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
Segall Bryant & Hamill
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Valeo Financial Advisors's RRX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Regal Rexnord (RRX) in Q2 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in RRX in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 333 funds tracked by Wall St. Rank hold RRX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Regal Rexnord position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3 Regal Rexnord shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Regal Rexnord in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Regal Rexnord position peaked at $1K in Q2 2020.
  • 333 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.