Wells Fargo
RBT

Wells Fargo’s Rubicon Technologies, Inc. RBT Stock Holding History

Wells Fargo’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-232
Closed -$93 – 7752
2024
Q1 		$93 Buy
232
+61
+36% +$60 ﹤0.01% 6679
2023
Q4 		$316 Buy
171
+20
+13% +$39 ﹤0.01% 6491
2023
Q3 		$314 Sell
151
-702
-82% -$3.29K ﹤0.01% 6466
2023
Q2 		$2.52K Sell
853
-4,543
-84% -$16.9K ﹤0.01% 6180
2023
Q1 		$28.3K Sell
5,396
-8,994
-63% -$93K ﹤0.01% 5480
2022
Q4 		$205K Sell
14,390
-6,485
-31% -$102K ﹤0.01% 4163
2022
Q3 		$356K Buy
+20,875
New +$705K ﹤0.01% 3905

Other funds holding RBT

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Wells Fargo's RBT Position: Q2 2024 in Review

Wells Fargo sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 232 shares — an estimated $93 sold.

Wells Fargo first reported a position in RBT in Q3 2022 and held it in 7 quarters. The position peaked at $356K in Q3 2022. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

  • Wells Fargo reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 232 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $93.
  • Wells Fargo first reported a position in Rubicon Technologies, Inc. in Q3 2022 and held it in 7 quarters.
  • Wells Fargo's Rubicon Technologies, Inc. position peaked at $356K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.