EWA
RCM

EP Wealth Advisors’s R1 RCM Inc. Common Stock RCM Stock Holding History

EP Wealth Advisors’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
-11,855
Closed -$168K – 1338
2024
Q3 		$168K Buy
+11,855
New +$161K ﹤0.01% 1080

Other funds holding RCM

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EP Wealth Advisors's RCM Position: Q4 2024 in Review

EP Wealth Advisors sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2024, closing a stake of 11,855 shares — an estimated $168K sold.

EP Wealth Advisors first reported a position in RCM in Q3 2024 and held it in 1 quarter. The position peaked at $168K in Q3 2024. 1 fund tracked by Wall St. Rank holds RCM as of Q4 2024.

  • EP Wealth Advisors reported no remaining R1 RCM Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 11,855 R1 RCM Inc. Common Stock shares in Q4 2024, an estimated $168K.
  • EP Wealth Advisors first reported a position in R1 RCM Inc. Common Stock in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's R1 RCM Inc. Common Stock position peaked at $168K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.