Wealthcare Capital Management’s Regal Rexnord RRX Stock Holding History

Wealthcare Capital Management’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13	Closed	-$2K	–	550
2021 Q1	$2K	Buy	+13	New	+$1.78K	﹤0.01%	597
2015 Q3	–	Sell	-208	Closed	–	–	358
2015 Q2	$0	Sell	208 -487	-70%	-$37.6K	﹤0.01%	772
2015 Q1	$56K	Buy	+695	New	+$52.1K	0.01%	230

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Wealthcare Capital Management's RRX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Regal Rexnord (RRX) in Q2 2021, closing a stake of 13 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in RRX in Q1 2015 and held it in 3 quarters. The position peaked at $56K in Q1 2015. 333 funds tracked by Wall St. Rank hold RRX as of Q2 2021.

Wealthcare Capital Management reported no remaining Regal Rexnord position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 13 Regal Rexnord shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Regal Rexnord in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Regal Rexnord position peaked at $56K in Q1 2015.
333 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.