VisionPoint Advisory Group’s Regal Rexnord RRX Stock Holding History

VisionPoint Advisory Group’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
2023 Q4	–	Sell	-12	Closed	-$1.72K	–	858
2023 Q3	$1.72K	Buy	+12	New	+$1.85K	﹤0.01%	596

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's RRX Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Regal Rexnord (RRX) in Q4 2023, closing a stake of 12 shares — an estimated $1.72K sold.

VisionPoint Advisory Group first reported a position in RRX in Q3 2023 and held it in 1 quarter. The position peaked at $1.72K in Q3 2023. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

VisionPoint Advisory Group reported no remaining Regal Rexnord position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 12 Regal Rexnord shares in Q4 2023, an estimated $1.72K.
VisionPoint Advisory Group first reported a position in Regal Rexnord in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Regal Rexnord position peaked at $1.72K in Q3 2023.
429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.