WAM
RH icon

World Asset Management’s RH RH Stock Holding History

World Asset Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$384K Sell
576
-22
-4% -$15.1K 0.04% 493
2021
Q2 		$406K Buy
598
+10
+2% +$6.49K 0.04% 503
2021
Q1 		$405K Sell
588
-25
-4% -$12.3K 0.04% 535
2020
Q4 		$274K Sell
613
-8
-1% -$3.3K 0.03% 685
2020
Q3 		$238K Buy
+621
New +$196K 0.02% 664
2020
Q1 		– Sell
-1,000
Closed -$213K – 1027
2019
Q4 		$213K Buy
+1,000
New +$195K 0.01% 959

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return