WealthPLAN Partners’s Robert Half RHI Stock Holding History

WealthPLAN Partners’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$903	–	962
2023 Q2	$903	Hold	12	–	–	﹤0.01%	1144
2023 Q1	$967	Buy	+12	New	+$952	﹤0.01%	1202

Other funds holding RHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WealthPLAN Partners's RHI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Robert Half (RHI) in Q3 2023, closing a stake of 12 shares — an estimated $903 sold.

WealthPLAN Partners first reported a position in RHI in Q1 2023 and held it in 2 quarters. The position peaked at $967 in Q1 2023. 507 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

WealthPLAN Partners reported no remaining Robert Half position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 12 Robert Half shares in Q3 2023, an estimated $903.
WealthPLAN Partners first reported a position in Robert Half in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Robert Half position peaked at $967 in Q1 2023.
507 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.