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Valley Wealth Managers’s Robert Half RHI Stock Holding History

Valley Wealth Managers’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,109
Closed -$81.9K – 382
2022
Q4 		$81.9K Sell
1,109
-1,153
-51% -$87.9K 0.01% 202
2022
Q3 		$173K Sell
2,262
-156
-6% -$12.2K 0.02% 174
2022
Q2 		$181K Sell
2,418
-662
-21% -$62.8K 0.02% 194
2022
Q1 		$352K Buy
3,080
+173
+6% +$20K 0.03% 147
2021
Q4 		$324K Buy
+2,907
New +$324K 0.03% 163

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Valley Wealth Managers's RHI Position: Q1 2023 in Review

Valley Wealth Managers sold out of Robert Half (RHI) in Q1 2023, closing a stake of 1,109 shares — an estimated $81.9K sold.

Valley Wealth Managers first reported a position in RHI in Q4 2021 and held it in 5 quarters. The position peaked at $352K in Q1 2022. 537 funds tracked by Wall St. Rank hold RHI as of Q1 2023.

  • Valley Wealth Managers reported no remaining Robert Half position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 1,109 Robert Half shares in Q1 2023, an estimated $81.9K.
  • Valley Wealth Managers first reported a position in Robert Half in Q4 2021 and held it in 5 quarters.
  • Valley Wealth Managers's Robert Half position peaked at $352K in Q1 2022.
  • 537 funds tracked by Wall St. Rank held Robert Half as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.