IEQ Capital’s Romeo Power, Inc. RMO Stock Holding History

IEQ Capital’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 Q4	–	Sell	-20,632	Closed	-$102K	–	767
2021 Q3	$102K	Buy	20,632 +100	+0.5%	+$598	﹤0.01%	678
2021 Q2	$167K	Hold	20,532	–	–	﹤0.01%	591
2021 Q1	$171K	Buy	+20,532	New	+$324K	0.01%	469

Other funds holding RMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

IEQ Capital's RMO Position: Q4 2021 in Review

IEQ Capital sold out of Romeo Power, Inc. (RMO) in Q4 2021, closing a stake of 20,632 shares — an estimated $102K sold.

IEQ Capital first reported a position in RMO in Q1 2021 and held it in 3 quarters. The position peaked at $171K in Q1 2021. 129 funds tracked by Wall St. Rank hold RMO as of Q4 2021.

IEQ Capital reported no remaining Romeo Power, Inc. position as of Q4 2021 after selling out during the quarter.
IEQ Capital sold 20,632 Romeo Power, Inc. shares in Q4 2021, an estimated $102K.
IEQ Capital first reported a position in Romeo Power, Inc. in Q1 2021 and held it in 3 quarters.
IEQ Capital's Romeo Power, Inc. position peaked at $171K in Q1 2021.
129 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2021.

Based on IEQ Capital's 13F filing for Q4 2021, filed 31 Jan 2022.