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WealthPLAN Partners’s RB Global RBA Stock Holding History

WealthPLAN Partners’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27
Closed -$1.52K – 1373
2023
Q1 		$1.52K Buy
+27
New +$1.59K ﹤0.01% 1166

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

WealthPLAN Partners's RBA Position: Q2 2023 in Review

WealthPLAN Partners sold out of RB Global (RBA) in Q2 2023, closing a stake of 27 shares — an estimated $1.52K sold.

WealthPLAN Partners first reported a position in RBA in Q1 2023 and held it in 1 quarter. The position peaked at $1.52K in Q1 2023. 392 funds tracked by Wall St. Rank hold RBA as of Q2 2023.

  • WealthPLAN Partners reported no remaining RB Global position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 27 RB Global shares in Q2 2023, an estimated $1.52K.
  • WealthPLAN Partners first reported a position in RB Global in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's RB Global position peaked at $1.52K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held RB Global as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.