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WealthShield Partners’s Regal Rexnord RRX Stock Holding History

WealthShield Partners’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
-1,086
Closed -$155K – 1080
2021
Q1 		$155K Buy
+1,086
New +$149K 0.03% 284

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

WealthShield Partners's RRX Position: Q2 2021 in Review

WealthShield Partners sold out of Regal Rexnord (RRX) in Q2 2021, closing a stake of 1,086 shares — an estimated $155K sold.

WealthShield Partners first reported a position in RRX in Q1 2021 and held it in 1 quarter. The position peaked at $155K in Q1 2021. 332 funds tracked by Wall St. Rank hold RRX as of Q2 2021.

  • WealthShield Partners reported no remaining Regal Rexnord position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,086 Regal Rexnord shares in Q2 2021, an estimated $155K.
  • WealthShield Partners first reported a position in Regal Rexnord in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Regal Rexnord position peaked at $155K in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.