9258 Wealth Management’s RPM International RPM Stock Holding History

9258 Wealth Management’s Portfolio RPM Stock Details RPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$328K	Buy	2,712 +12	+0.4%	+$1.39K	0.05%	262
2024 Q2	$291K	Buy	2,700 +33	+1%	+$3.65K	0.04%	273
2024 Q1	$317K	Hold	2,667	–	–	0.05%	263
2023 Q4	$298K	Sell	2,667 -38	-1%	-$3.84K	0.05%	257
2023 Q3	$257K	Hold	2,705	–	–	0.05%	270
2023 Q2	$243K	Hold	2,705	–	–	0.05%	281
2023 Q1	$236K	Buy	2,705 +2	+0.1%	+$175	0.05%	284
2022 Q4	$263K	Hold	2,703	–	–	0.06%	264
2022 Q3	$225K	Hold	2,703	–	–	0.06%	287
2022 Q2	$213K	Sell	2,703 -200	-7%	-$16.8K	0.05%	302
2022 Q1	$236K	Sell	2,903 -27	-0.9%	-$2.32K	0.05%	320
2021 Q4	$296K	Buy	2,930 +47	+2%	+$4.28K	0.07%	293
2021 Q3	$224K	Hold	2,883	–	–	0.06%	312
2021 Q2	$256K	Sell	2,883 -552	-16%	-$51.4K	0.07%	289
2021 Q1	$316K	Buy	3,435 +360	+12%	+$31.1K	0.09%	233
2020 Q4	$279K	Buy	+3,075	New	+$271K	0.09%	240

Other funds holding RPM

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

9258 Wealth Management's RPM Position: Q3 2024 in Review

9258 Wealth Management increased its RPM International (RPM) stake by 0.44% in Q3 2024, buying an estimated $1.39K and bringing the position to 2,712 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #262.

9258 Wealth Management first reported a position in RPM in Q4 2020 and has held it in 16 quarters since. 732 funds tracked by Wall St. Rank hold RPM as of Q3 2024.

9258 Wealth Management held 2,712 shares of RPM International worth $328K as of Q3 2024.
9258 Wealth Management bought 12 RPM International shares in Q3 2024, an estimated $1.39K.
RPM International made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #262 holding.
9258 Wealth Management first reported a position in RPM International in Q4 2020 and has held it in 16 quarters since.
732 funds tracked by Wall St. Rank held RPM International as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.