LPL Financial
RCMT icon

LPL Financial’s RCM Technologies RCMT Stock Holding History

LPL Financial’s Portfolio RCMT Stock Details RCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,628
Closed -$526K – 5110
2024
Q1 		$526K Sell
24,628
-3,411
-12% -$94.3K ﹤0.01% 3740
2023
Q4 		$814K Sell
28,039
-1,515
-5% -$35.6K ﹤0.01% 3241
2023
Q3 		$577K Sell
29,554
-2,883
-9% -$56.6K ﹤0.01% 3359
2023
Q2 		$597K Buy
32,437
+2,254
+7% +$33K ﹤0.01% 3286
2023
Q1 		$349K Sell
30,183
-236
-0.8% -$3.11K ﹤0.01% 3624
2022
Q4 		$375K Buy
30,419
+180
+0.6% +$2.81K ﹤0.01% 3493
2022
Q3 		$505K Buy
+30,239
New +$524K ﹤0.01% 3144

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

LPL Financial's RCMT Position: Q2 2024 in Review

LPL Financial sold out of RCM Technologies (RCMT) in Q2 2024, closing a stake of 24,628 shares — an estimated $526K sold.

LPL Financial first reported a position in RCMT in Q3 2022 and held it in 7 quarters. The position peaked at $814K in Q4 2023. 63 funds tracked by Wall St. Rank hold RCMT as of Q2 2024.

  • LPL Financial reported no remaining RCM Technologies position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 24,628 RCM Technologies shares in Q2 2024, an estimated $526K.
  • LPL Financial first reported a position in RCM Technologies in Q3 2022 and held it in 7 quarters.
  • LPL Financial's RCM Technologies position peaked at $814K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held RCM Technologies as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.