IWS
RCM

Insight Wealth Strategies’s R1 RCM Inc. Common Stock RCM Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-90,494
Closed -$1.9M – 159
2022
Q3 		$1.9M Hold
90,494
– – 0.35% 38
2022
Q2 		$1.9M Sell
90,494
-13,079
-13% -$297K 0.35% 38
2022
Q1 		$2.77M Buy
103,573
+1,618
+2% +$39.7K 0.41% 32
2021
Q4 		$2.6M Buy
101,955
+636
+0.6% +$15.2K 0.37% 35
2021
Q3 		$2.23M Buy
101,319
+15,917
+19% +$329K 0.31% 43
2021
Q2 		$1.9M Sell
85,402
-18,243
-18% -$440K 0.27% 50
2021
Q1 		$2.56M Buy
103,645
+4,561
+5% +$120K 0.34% 36
2020
Q4 		$2.38M Sell
99,084
-27,515
-22% -$547K 0.4% 32
2020
Q3 		$2.17M Buy
126,599
+28,698
+29% +$419K 0.4% 33
2020
Q2 		$1.09M Buy
97,901
+22,120
+29% +$228K 0.24% 42
2020
Q1 		$689K Sell
75,781
-123,827
-62% -$1.49M 0.18% 53
2019
Q4 		$2.59M Sell
199,608
-20,907
-9% -$239K 0.55% 32
2019
Q3 		$1.97M Buy
220,515
+34,587
+19% +$408K 0.46% 38
2019
Q2 		$2.34M Buy
185,928
+8,357
+5% +$94.4K 0.57% 28
2019
Q1 		$1.72M Buy
177,571
+95,457
+116% +$864K 0.48% 41
2018
Q4 		$653K Buy
+82,114
New +$709K 0.2% 72

Other funds holding RCM

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Insight Wealth Strategies's RCM Position: Q4 2022 in Review

Insight Wealth Strategies sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2022, closing a stake of 90,494 shares — an estimated $1.9M sold.

Insight Wealth Strategies first reported a position in RCM in Q4 2018 and held it in 16 quarters. The position peaked at $2.77M in Q1 2022. 232 funds tracked by Wall St. Rank hold RCM as of Q4 2022.

  • Insight Wealth Strategies reported no remaining R1 RCM Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 90,494 R1 RCM Inc. Common Stock shares in Q4 2022, an estimated $1.9M.
  • Insight Wealth Strategies first reported a position in R1 RCM Inc. Common Stock in Q4 2018 and held it in 16 quarters.
  • Insight Wealth Strategies's R1 RCM Inc. Common Stock position peaked at $2.77M in Q1 2022.
  • 232 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.