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Wagner Wealth Management (South Carolina)’s RH RH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q4 		– Sell
-30
Closed -$20K – 703
2021
Q3 		$20K Buy
+30
New +$20.6K 0.02% 368

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RH Position: Q4 2021 in Review

Wagner Wealth Management (South Carolina) sold out of RH (RH) in Q4 2021, closing a stake of 30 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in RH in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 481 funds tracked by Wall St. Rank hold RH as of Q4 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining RH position as of Q4 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 30 RH shares in Q4 2021, an estimated $20K.
  • Wagner Wealth Management (South Carolina) first reported a position in RH in Q3 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s RH position peaked at $20K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held RH as of Q4 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2021, filed 15 Feb 2022.