WA
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Waverly Advisors’s Robert Half RHI Stock Holding History

Waverly Advisors’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
2024
Q2 		– Sell
-2,558
Closed -$203K – 823
2024
Q1 		$203K Hold
2,558
– – ﹤0.01% 652
2023
Q4 		$225K Buy
+2,558
New +$203K 0.01% 400
2023
Q2 		– Sell
-2,558
Closed -$206K – 371
2023
Q1 		$206K Buy
+2,558
New +$203K 0.01% 275
2022
Q2 		– Sell
-1,936
Closed -$221K – 219
2022
Q1 		$221K Hold
1,936
– – 0.02% 184
2021
Q4 		$234K Sell
1,936
-147
-7% -$16.4K 0.02% 186
2021
Q3 		$245K Hold
2,083
– – 0.02% 192
2021
Q2 		$216K Buy
+2,083
New +$182K 0.02% 179
2015
Q4 		– Sell
-455
Closed -$23K – 338
2015
Q3 		$23K Buy
+455
New +$24.5K 0.02% 247

Other funds holding RHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return