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JFS Wealth Advisors’s Rockwell Medical RMTI Stock Holding History

JFS Wealth Advisors’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5
Closed – – 845
2021
Q2 		$0 Hold
5
– – ﹤0.01% 633
2021
Q1 		$1K Sell
5
-4
-44% -$591 ﹤0.01% 575
2020
Q4 		$1K Hold
9
– – ﹤0.01% 562
2020
Q3 		$1K Buy
+9
New +$1.56K ﹤0.01% 543

Other funds holding RMTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

JFS Wealth Advisors's RMTI Position: Q3 2021 in Review

JFS Wealth Advisors sold out of Rockwell Medical (RMTI) in Q3 2021, closing a stake of 5 shares.

JFS Wealth Advisors first reported a position in RMTI in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 62 funds tracked by Wall St. Rank hold RMTI as of Q3 2021.

  • JFS Wealth Advisors reported no remaining Rockwell Medical position as of Q3 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 5 Rockwell Medical shares in Q3 2021.
  • JFS Wealth Advisors first reported a position in Rockwell Medical in Q3 2020 and held it in 4 quarters.
  • JFS Wealth Advisors's Rockwell Medical position peaked at $1K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Rockwell Medical as of Q3 2021.

Based on JFS Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.