CSPIA
RMO

Cary Street Partners Investment Advisory’s Romeo Power, Inc. RMO Stock Holding History

Cary Street Partners Investment Advisory’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
2021
Q3 		– Sell
-24,510
Closed -$200K – 319
2021
Q2 		$200K Buy
24,510
+4,533
+23% +$38.7K 0.06% 242
2021
Q1 		$166K Buy
+19,977
New +$315K 0.07% 219

Other funds holding RMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Cary Street Partners Investment Advisory's RMO Position: Q3 2021 in Review

Cary Street Partners Investment Advisory sold out of Romeo Power, Inc. (RMO) in Q3 2021, closing a stake of 24,510 shares — an estimated $200K sold.

Cary Street Partners Investment Advisory first reported a position in RMO in Q1 2021 and held it in 2 quarters. The position peaked at $200K in Q2 2021. 119 funds tracked by Wall St. Rank hold RMO as of Q3 2021.

  • Cary Street Partners Investment Advisory reported no remaining Romeo Power, Inc. position as of Q3 2021 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 24,510 Romeo Power, Inc. shares in Q3 2021, an estimated $200K.
  • Cary Street Partners Investment Advisory first reported a position in Romeo Power, Inc. in Q1 2021 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Romeo Power, Inc. position peaked at $200K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q3 2021.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.