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CM Wealth Advisors’s RCM Technologies RCMT Stock Holding History

CM Wealth Advisors’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
2023
Q2 		– Sell
-76,150
Closed -$889K – 372
2023
Q1 		$889K Buy
+76,150
New +$1M 0.17% 180

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $399M AUM 42.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

CM Wealth Advisors's RCMT Position: Q2 2023 in Review

CM Wealth Advisors sold out of RCM Technologies (RCMT) in Q2 2023, closing a stake of 76,150 shares — an estimated $889K sold.

CM Wealth Advisors first reported a position in RCMT in Q1 2023 and held it in 1 quarter. The position peaked at $889K in Q1 2023. 47 funds tracked by Wall St. Rank hold RCMT as of Q2 2023.

  • CM Wealth Advisors reported no remaining RCM Technologies position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 76,150 RCM Technologies shares in Q2 2023, an estimated $889K.
  • CM Wealth Advisors first reported a position in RCM Technologies in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's RCM Technologies position peaked at $889K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held RCM Technologies as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.