CWM
RMO

Congress Wealth Management’s Romeo Power, Inc. RMO Stock Holding History

Congress Wealth Management’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
2022
Q3 		– Sell
-17,500
Closed -$8K – 572
2022
Q2 		$8K Buy
+17,500
New +$16.4K ﹤0.01% 551

Other funds holding RMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Congress Wealth Management's RMO Position: Q3 2022 in Review

Congress Wealth Management sold out of Romeo Power, Inc. (RMO) in Q3 2022, closing a stake of 17,500 shares — an estimated $8K sold.

Congress Wealth Management first reported a position in RMO in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 79 funds tracked by Wall St. Rank hold RMO as of Q3 2022.

  • Congress Wealth Management reported no remaining Romeo Power, Inc. position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 17,500 Romeo Power, Inc. shares in Q3 2022, an estimated $8K.
  • Congress Wealth Management first reported a position in Romeo Power, Inc. in Q2 2022 and held it in 1 quarter.
  • Congress Wealth Management's Romeo Power, Inc. position peaked at $8K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.