IAA
RMO

Independent Advisor Alliance’s Romeo Power, Inc. RMO Stock Holding History

Independent Advisor Alliance’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
2022
Q3 		– Sell
-15,435
Closed -$7K – 662
2022
Q2 		$7K Buy
15,435
+3,250
+27% +$3.04K ﹤0.01% 617
2022
Q1 		$18K Buy
12,185
+1,425
+13% +$3K ﹤0.01% 655
2021
Q4 		$39K Buy
+10,760
New +$46.4K ﹤0.01% 662

Other funds holding RMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Advisor Alliance's RMO Position: Q3 2022 in Review

Independent Advisor Alliance sold out of Romeo Power, Inc. (RMO) in Q3 2022, closing a stake of 15,435 shares — an estimated $7K sold.

Independent Advisor Alliance first reported a position in RMO in Q4 2021 and held it in 3 quarters. The position peaked at $39K in Q4 2021. 79 funds tracked by Wall St. Rank hold RMO as of Q3 2022.

  • Independent Advisor Alliance reported no remaining Romeo Power, Inc. position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,435 Romeo Power, Inc. shares in Q3 2022, an estimated $7K.
  • Independent Advisor Alliance first reported a position in Romeo Power, Inc. in Q4 2021 and held it in 3 quarters.
  • Independent Advisor Alliance's Romeo Power, Inc. position peaked at $39K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.