CWM
RCM

Congress Wealth Management’s R1 RCM Inc. Common Stock RCM Stock Holding History

Congress Wealth Management’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-259,294
Closed -$4.8M – 592
2022
Q3 		$4.8M Sell
259,294
-12,817
-5% -$292K 0.13% 185
2022
Q2 		$5.7M Sell
272,111
-43,501
-14% -$987K 0.15% 174
2022
Q1 		$8.45M Sell
315,612
-2,534
-0.8% -$62.1K 0.18% 161
2021
Q4 		$8.11M Buy
+318,146
New +$7.63M 0.16% 173

Other funds holding RCM

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Congress Wealth Management's RCM Position: Q4 2022 in Review

Congress Wealth Management sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2022, closing a stake of 259,294 shares — an estimated $4.8M sold.

Congress Wealth Management first reported a position in RCM in Q4 2021 and held it in 4 quarters. The position peaked at $8.45M in Q1 2022. 232 funds tracked by Wall St. Rank hold RCM as of Q4 2022.

  • Congress Wealth Management reported no remaining R1 RCM Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 259,294 R1 RCM Inc. Common Stock shares in Q4 2022, an estimated $4.8M.
  • Congress Wealth Management first reported a position in R1 RCM Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's R1 RCM Inc. Common Stock position peaked at $8.45M in Q1 2022.
  • 232 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.