AWM
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AE Wealth Management’s RCM Technologies RCMT Stock Holding History

AE Wealth Management’s Portfolio RCMT Stock Details RCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,078
Closed -$207K – 1794
2023
Q4 		$207K Buy
+7,078
New +$166K ﹤0.01% 1875

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AE Wealth Management's RCMT Position: Q1 2024 in Review

AE Wealth Management sold out of RCM Technologies (RCMT) in Q1 2024, closing a stake of 7,078 shares — an estimated $207K sold.

AE Wealth Management first reported a position in RCMT in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 69 funds tracked by Wall St. Rank hold RCMT as of Q1 2024.

  • AE Wealth Management reported no remaining RCM Technologies position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 7,078 RCM Technologies shares in Q1 2024, an estimated $207K.
  • AE Wealth Management first reported a position in RCM Technologies in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's RCM Technologies position peaked at $207K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held RCM Technologies as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.