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WR Wealth Planners’s RF Industries RFIL Stock Holding History

WR Wealth Planners’s Portfolio RFIL Stock Details RFIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$782 Hold
200
– – ﹤0.01% 952
2024
Q3 		$816 Hold
200
– – ﹤0.01% 987
2024
Q2 		$698 Hold
200
– – ﹤0.01% 991
2024
Q1 		$620 Buy
+200
New +$628 ﹤0.01% 1015
2023
Q4 		– Sell
-200
Closed -$602 – 700
2023
Q3 		$602 Hold
200
– – ﹤0.01% 851
2023
Q2 		$830 Hold
200
– – ﹤0.01% 834
2023
Q1 		$880 Buy
+200
New +$1K ﹤0.01% 839

Other funds holding RFIL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.33B AUM 19.33% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

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

WR Wealth Planners held its RF Industries (RFIL) position steady in Q4 2024 at 200 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #952.

WR Wealth Planners first reported a position in RFIL in Q1 2023 and has held it in 7 quarters since. The position peaked at $880 in Q1 2023. 28 funds tracked by Wall St. Rank hold RFIL as of Q4 2024.

  • WR Wealth Planners held 200 shares of RF Industries worth $782 as of Q4 2024.
  • WR Wealth Planners left its RF Industries share count unchanged in Q4 2024.
  • RF Industries made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #952 holding.
  • WR Wealth Planners first reported a position in RF Industries in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's RF Industries position peaked at $880 in Q1 2023.
  • 28 funds tracked by Wall St. Rank held RF Industries as of Q4 2024.

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