Addison Advisors’s Romeo Power, Inc. RMO Stock Holding History

Addison Advisors’s Portfolio RMO Stock Details RMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-725	Closed	–	–	822
2022 Q3	$0	Hold	725	–	–	﹤0.01%	787
2022 Q2	$0	Hold	725	–	–	﹤0.01%	796
2022 Q1	$1K	Hold	725	–	–	﹤0.01%	693
2021 Q4	$3K	Sell	725 -25	-3%	-$108	﹤0.01%	512
2021 Q3	$4K	Hold	750	–	–	﹤0.01%	360
2021 Q2	$6K	Buy	+750	New	+$6.4K	﹤0.01%	341

Other funds holding RMO

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Addison Advisors's RMO Position: Q4 2022 in Review

Addison Advisors sold out of Romeo Power, Inc. (RMO) in Q4 2022, closing a stake of 725 shares.

Addison Advisors first reported a position in RMO in Q2 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 2 funds tracked by Wall St. Rank hold RMO as of Q4 2022.

Addison Advisors reported no remaining Romeo Power, Inc. position as of Q4 2022 after selling out during the quarter.
Addison Advisors sold 725 Romeo Power, Inc. shares in Q4 2022.
Addison Advisors first reported a position in Romeo Power, Inc. in Q2 2021 and held it in 6 quarters.
Addison Advisors's Romeo Power, Inc. position peaked at $6K in Q2 2021.
2 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.