VWM
RH icon

Valley Wealth Managers’s RH RH Stock Holding History

Valley Wealth Managers’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
2023
Q1 		– Sell
-70
Closed -$18.7K – 443
2022
Q4 		$18.7K Hold
70
– – ﹤0.01% 273
2022
Q3 		$17K Hold
70
– – ﹤0.01% 299
2022
Q2 		$15K Sell
70
-790
-92% -$234K ﹤0.01% 311
2022
Q1 		$280K Hold
860
– – 0.02% 168
2021
Q4 		$461K Hold
860
– – 0.04% 135
2021
Q3 		$574K Sell
860
-100
-10% -$68.8K 0.05% 121
2021
Q2 		$652K Hold
960
– – 0.06% 119
2021
Q1 		$573K Hold
960
– – 0.05% 118
2020
Q4 		$429K Sell
960
-225
-19% -$92.7K 0.04% 126
2020
Q3 		$453K Hold
1,185
– – 0.05% 125
2020
Q2 		$295K Buy
+1,185
New +$215K 0.03% 146
2020
Q1 		– Sell
-1,305
Closed -$279K – 178
2019
Q4 		$279K Hold
1,305
– – 0.03% 166
2019
Q3 		$223K Buy
+1,305
New +$186K 0.02% 180
2019
Q2 		– Sell
-3,683
Closed -$379K – 206
2019
Q1 		$379K Sell
3,683
-1,222
-25% -$166K 0.04% 163
2018
Q4 		$588K Buy
+4,905
New +$590K 0.08% 113

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return