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Valley National Advisers’s RB Global RBA Stock Holding History

Valley National Advisers’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
2024
Q1 		– Sell
-25
Closed -$1K – 1281
2023
Q4 		$1K Buy
+25
New +$1.61K ﹤0.01% 1125

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley National Advisers's RBA Position: Q1 2024 in Review

Valley National Advisers sold out of RB Global (RBA) in Q1 2024, closing a stake of 25 shares — an estimated $1K sold.

Valley National Advisers first reported a position in RBA in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 409 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

  • Valley National Advisers reported no remaining RB Global position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 25 RB Global shares in Q1 2024, an estimated $1K.
  • Valley National Advisers first reported a position in RB Global in Q4 2023 and held it in 1 quarter.
  • Valley National Advisers's RB Global position peaked at $1K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.