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Wealth Architects’s RH RH Stock Holding History

Wealth Architects’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
2019
Q3 		– Sell
-2,800
Closed -$324K – 139
2019
Q2 		$324K Hold
2,800
– – 0.1% 89
2019
Q1 		$288K Hold
2,800
– – 0.09% 93
2018
Q4 		$335K Hold
2,800
– – 0.12% 74
2018
Q3 		$367K Hold
2,800
– – 0.11% 81
2018
Q2 		$391K Hold
2,800
– – 0.13% 67
2018
Q1 		$267K Hold
2,800
– – 0.09% 97
2017
Q4 		$241K Buy
+2,800
New +$253K 0.08% 113

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Architects's RH Position: Q3 2019 in Review

Wealth Architects sold out of RH (RH) in Q3 2019, closing a stake of 2,800 shares — an estimated $324K sold.

Wealth Architects first reported a position in RH in Q4 2017 and held it in 7 quarters. The position peaked at $391K in Q2 2018. 275 funds tracked by Wall St. Rank hold RH as of Q3 2019.

  • Wealth Architects reported no remaining RH position as of Q3 2019 after selling out during the quarter.
  • Wealth Architects sold 2,800 RH shares in Q3 2019, an estimated $324K.
  • Wealth Architects first reported a position in RH in Q4 2017 and held it in 7 quarters.
  • Wealth Architects's RH position peaked at $391K in Q2 2018.
  • 275 funds tracked by Wall St. Rank held RH as of Q3 2019.

Based on Wealth Architects's 13F filing for Q3 2019, filed 23 Oct 2019.