WI
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WBI Investments’s Resources Connection RGP Stock Holding History

WBI Investments’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,512
Closed -$293K – 265
2024
Q2 		$293K Buy
+26,512
New +$298K 0.07% 146
2021
Q4 		– Sell
-39,597
Closed -$624K – 223
2021
Q3 		$624K Buy
39,597
+15,590
+65% +$235K 0.1% 123
2021
Q2 		$345K Sell
24,007
-57,995
-71% -$838K 0.05% 149
2021
Q1 		$1.11M Buy
+82,002
New +$1.06M 0.17% 98
2018
Q2 		– Sell
-31,425
Closed -$509K – 287
2018
Q1 		$509K Buy
+31,425
New +$503K 0.03% 166

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBI Investments's RGP Position: Q3 2024 in Review

WBI Investments sold out of Resources Connection (RGP) in Q3 2024, closing a stake of 26,512 shares — an estimated $293K sold.

WBI Investments first reported a position in RGP in Q1 2018 and held it in 5 quarters. The position peaked at $1.11M in Q1 2021. 171 funds tracked by Wall St. Rank hold RGP as of Q3 2024.

  • WBI Investments reported no remaining Resources Connection position as of Q3 2024 after selling out during the quarter.
  • WBI Investments sold 26,512 Resources Connection shares in Q3 2024, an estimated $293K.
  • WBI Investments first reported a position in Resources Connection in Q1 2018 and held it in 5 quarters.
  • WBI Investments's Resources Connection position peaked at $1.11M in Q1 2021.
  • 171 funds tracked by Wall St. Rank held Resources Connection as of Q3 2024.

Based on WBI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.