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WR Wealth Planners’s Reliance Steel & Aluminium RS Stock Holding History

WR Wealth Planners’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$17K Buy
63
+25
+66% +$7.42K 0.01% 505
2024
Q3 		$11K Sell
38
-4
-10% -$1.15K ﹤0.01% 607
2024
Q2 		$12K Buy
42
+12
+40% +$3.62K ﹤0.01% 560
2024
Q1 		$10K Buy
+30
New +$9.13K ﹤0.01% 601

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

WR Wealth Planners increased its Reliance Steel & Aluminium (RS) stake by 66% in Q4 2024, buying an estimated $7.42K and bringing the position to 63 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #505.

WR Wealth Planners first reported a position in RS in Q1 2024 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

  • WR Wealth Planners held 63 shares of Reliance Steel & Aluminium worth $17K as of Q4 2024.
  • WR Wealth Planners bought 25 Reliance Steel & Aluminium shares in Q4 2024, an estimated $7.42K.
  • Reliance Steel & Aluminium made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #505 holding.
  • WR Wealth Planners first reported a position in Reliance Steel & Aluminium in Q1 2024 and has held it in 4 quarters since.
  • 587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

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