WA
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WBH Advisory’s RH RH Stock Holding History

WBH Advisory’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
-321
Closed -$214K – 315
2021
Q3 		$214K Hold
321
– – 0.03% 277
2021
Q2 		$218K Buy
+321
New +$208K 0.03% 258

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

WBH Advisory's RH Position: Q4 2021 in Review

WBH Advisory sold out of RH (RH) in Q4 2021, closing a stake of 321 shares — an estimated $214K sold.

WBH Advisory first reported a position in RH in Q2 2021 and held it in 2 quarters. The position peaked at $218K in Q2 2021. 481 funds tracked by Wall St. Rank hold RH as of Q4 2021.

  • WBH Advisory reported no remaining RH position as of Q4 2021 after selling out during the quarter.
  • WBH Advisory sold 321 RH shares in Q4 2021, an estimated $214K.
  • WBH Advisory first reported a position in RH in Q2 2021 and held it in 2 quarters.
  • WBH Advisory's RH position peaked at $218K in Q2 2021.
  • 481 funds tracked by Wall St. Rank held RH as of Q4 2021.

Based on WBH Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.