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Your Advocates Ltd’s Regal Rexnord RRX Stock Holding History

Your Advocates Ltd’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$15.4K – 343
2023
Q2 		$15.4K Buy
100
+50
+100% +$6.81K 0.01% 107
2023
Q1 		$7.04K Buy
+50
New +$7.24K ﹤0.01% 112

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Your Advocates Ltd's RRX Position: Q3 2023 in Review

Your Advocates Ltd sold out of Regal Rexnord (RRX) in Q3 2023, closing a stake of 100 shares — an estimated $15.4K sold.

Your Advocates Ltd first reported a position in RRX in Q1 2023 and held it in 2 quarters. The position peaked at $15.4K in Q2 2023. 421 funds tracked by Wall St. Rank hold RRX as of Q3 2023.

  • Your Advocates Ltd reported no remaining Regal Rexnord position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 100 Regal Rexnord shares in Q3 2023, an estimated $15.4K.
  • Your Advocates Ltd first reported a position in Regal Rexnord in Q1 2023 and held it in 2 quarters.
  • Your Advocates Ltd's Regal Rexnord position peaked at $15.4K in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.