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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

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BlackRock
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State Street
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AllianceBernstein
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return