Creative Planning’s R1 RCM Inc. Common Stock RCM Stock Holding History

Creative Planning’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
2024 Q4	–	Sell	-10,035	Closed	-$142K	–	3696
2024 Q3	$142K	Buy	+10,035	New	+$136K	﹤0.01%	2945
2023 Q4	–	Sell	-12,799	Closed	-$193K	–	3127
2023 Q3	$193K	Sell	12,799 -270	-2%	-$4.54K	﹤0.01%	2251
2023 Q2	$241K	Buy	13,069 +290	+2%	+$4.71K	﹤0.01%	2078
2023 Q1	$192K	Buy	+12,779	New	+$175K	﹤0.01%	2142

Other funds holding RCM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's RCM Position: Q4 2024 in Review

Creative Planning sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2024, closing a stake of 10,035 shares — an estimated $142K sold.

Creative Planning first reported a position in RCM in Q1 2023 and held it in 4 quarters. The position peaked at $241K in Q2 2023. 1 fund tracked by Wall St. Rank holds RCM as of Q4 2024.

Creative Planning reported no remaining R1 RCM Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 10,035 R1 RCM Inc. Common Stock shares in Q4 2024, an estimated $142K.
Creative Planning first reported a position in R1 RCM Inc. Common Stock in Q1 2023 and held it in 4 quarters.
Creative Planning's R1 RCM Inc. Common Stock position peaked at $241K in Q2 2023.
1 fund tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.