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Financial Synergies Wealth Advisors’s RPM International RPM Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-198
Closed -$23.5K – 375
2024
Q1 		$23.5K Buy
+198
New +$22K ﹤0.01% 180
2023
Q4 		– Sell
-447
Closed -$42.4K – 533
2023
Q3 		$42.4K Sell
447
-186
-29% -$18.1K 0.01% 119
2023
Q2 		$56.8K Buy
+633
New +$52K 0.01% 105

Other funds holding RPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's RPM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of RPM International (RPM) in Q2 2024, closing a stake of 198 shares — an estimated $23.5K sold.

Financial Synergies Wealth Advisors first reported a position in RPM in Q2 2023 and held it in 3 quarters. The position peaked at $56.8K in Q2 2023. 709 funds tracked by Wall St. Rank hold RPM as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining RPM International position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 198 RPM International shares in Q2 2024, an estimated $23.5K.
  • Financial Synergies Wealth Advisors first reported a position in RPM International in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's RPM International position peaked at $56.8K in Q2 2023.
  • 709 funds tracked by Wall St. Rank held RPM International as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.