WR Wealth Planners’s RB Global RBA Stock Holding History

WR Wealth Planners’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 Q4	$17.8K	Hold	197	–	–	0.01%	493
2024 Q3	$15.9K	Buy	197 +26	+15%	+$2.11K	﹤0.01%	552
2024 Q2	$13.1K	Buy	171 +4	+2%	+$300	﹤0.01%	535
2024 Q1	$12.7K	Buy	+167	New	+$11.7K	﹤0.01%	550
2023 Q4	–	Sell	-178	Closed	-$11.1K	–	691
2023 Q3	$11.1K	Hold	178	–	–	﹤0.01%	533
2023 Q2	$10.7K	Buy	178 +3	+2%	+$169	﹤0.01%	546
2023 Q1	$9.85K	Buy	+175	New	+$10.3K	﹤0.01%	560

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WR Wealth Planners's RBA Position: Q4 2024 in Review

WR Wealth Planners held its RB Global (RBA) position steady in Q4 2024 at 197 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #493.

WR Wealth Planners first reported a position in RBA in Q1 2023 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

WR Wealth Planners held 197 shares of RB Global worth $17.8K as of Q4 2024.
WR Wealth Planners left its RB Global share count unchanged in Q4 2024.
RB Global made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #493 holding.
WR Wealth Planners first reported a position in RB Global in Q1 2023 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.