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Congress Wealth Management’s RCM Technologies RCMT Stock Holding History

Congress 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
2022
Q2 		– Sell
-30,865
Closed -$304K – 604
2022
Q1 		$304K Hold
30,865
– – 0.01% 513
2021
Q4 		$220K Buy
+30,865
New +$207K ﹤0.01% 581

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return

Congress Wealth Management's RCMT Position: Q2 2022 in Review

Congress Wealth Management sold out of RCM Technologies (RCMT) in Q2 2022, closing a stake of 30,865 shares — an estimated $304K sold.

Congress Wealth Management first reported a position in RCMT in Q4 2021 and held it in 2 quarters. The position peaked at $304K in Q1 2022. 55 funds tracked by Wall St. Rank hold RCMT as of Q2 2022.

  • Congress Wealth Management reported no remaining RCM Technologies position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 30,865 RCM Technologies shares in Q2 2022, an estimated $304K.
  • Congress Wealth Management first reported a position in RCM Technologies in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's RCM Technologies position peaked at $304K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held RCM Technologies as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.