Creative Planning
RMO

Creative Planning’s Romeo Power, Inc. RMO Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-17,524
Closed -$146K – 2713
2021
Q1 		$146K Buy
17,524
+6,735
+62% +$106K ﹤0.01% 2174
2020
Q4 		$243K Buy
+10,789
New +$157K ﹤0.01% 1756

Other funds holding RMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Creative Planning's RMO Position: Q2 2021 in Review

Creative Planning sold out of Romeo Power, Inc. (RMO) in Q2 2021, closing a stake of 17,524 shares — an estimated $146K sold.

Creative Planning first reported a position in RMO in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q4 2020. 108 funds tracked by Wall St. Rank hold RMO as of Q2 2021.

  • Creative Planning reported no remaining Romeo Power, Inc. position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 17,524 Romeo Power, Inc. shares in Q2 2021, an estimated $146K.
  • Creative Planning first reported a position in Romeo Power, Inc. in Q4 2020 and held it in 2 quarters.
  • Creative Planning's Romeo Power, Inc. position peaked at $243K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.