J.W. Cole Advisors’s Romeo Power, Inc. RMO Stock Holding History

J.W. Cole Advisors’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	-12,350	Closed	-$61K	–	895
2021 Q3	$61K	Hold	12,350	–	–	﹤0.01%	468
2021 Q2	$101K	Buy	12,350 +500	+4%	+$4.27K	0.01%	722
2021 Q1	$99K	Buy	+11,850	New	+$187K	0.01%	653

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

J.W. Cole Advisors's RMO Position: Q4 2021 in Review

J.W. Cole Advisors sold out of Romeo Power, Inc. (RMO) in Q4 2021, closing a stake of 12,350 shares — an estimated $61K sold.

J.W. Cole Advisors first reported a position in RMO in Q1 2021 and held it in 3 quarters. The position peaked at $101K in Q2 2021. 129 funds tracked by Wall St. Rank hold RMO as of Q4 2021.

J.W. Cole Advisors reported no remaining Romeo Power, Inc. position as of Q4 2021 after selling out during the quarter.
J.W. Cole Advisors sold 12,350 Romeo Power, Inc. shares in Q4 2021, an estimated $61K.
J.W. Cole Advisors first reported a position in Romeo Power, Inc. in Q1 2021 and held it in 3 quarters.
J.W. Cole Advisors's Romeo Power, Inc. position peaked at $101K in Q2 2021.
129 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.