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Wetzel Investment Advisors’s RB Global RBA Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-100
Closed -$7.62K – 712
2024
Q2 		$7.62K Sell
100
-134
-57% -$10K ﹤0.01% 508
2024
Q1 		$17K Sell
234
-27
-10% -$1.89K 0.01% 405
2023
Q4 		$17K Buy
+261
New +$16.8K 0.01% 414

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wetzel Investment Advisors's RBA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of RB Global (RBA) in Q3 2024, closing a stake of 100 shares — an estimated $7.62K sold.

Wetzel Investment Advisors first reported a position in RBA in Q4 2023 and held it in 3 quarters. The position peaked at $17K in Q4 2023. 446 funds tracked by Wall St. Rank hold RBA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining RB Global position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 100 RB Global shares in Q3 2024, an estimated $7.62K.
  • Wetzel Investment Advisors first reported a position in RB Global in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's RB Global position peaked at $17K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held RB Global as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.