YIH
RGP icon

Y-Intercept (HK)’s Resources Connection RGP Stock Holding History

Y-Intercept (HK)’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1K Buy
+10,386
New +$43.6K ﹤0.01% 1626
2025
Q2 		– Sell
-37,681
Closed -$246K – 1956
2025
Q1 		$246K Sell
37,681
-16,339
-30% -$127K 0.02% 970
2024
Q4 		$461K Sell
54,020
-32,962
-38% -$278K 0.03% 765
2024
Q3 		$844K Sell
86,982
-30,438
-26% -$314K 0.05% 521
2024
Q2 		$1.3M Buy
117,420
+97,740
+497% +$1.1M 0.07% 389
2024
Q1 		$259K Buy
+19,680
New +$263K 0.02% 1027
2023
Q3 		– Sell
-10,520
Closed -$165K – 1503
2023
Q2 		$165K Buy
+10,520
New +$164K 0.02% 972

Other funds holding RGP

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return