Morgan Stanley
RMO

Morgan Stanley’s Romeo Power, Inc. RMO Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-165,106
Closed -$66K – 8164
2022
Q3 		$66K Sell
165,106
-255,114
-61% -$154K ﹤0.01% 6285
2022
Q2 		$188K Sell
420,220
-793,735
-65% -$744K ﹤0.01% 5935
2022
Q1 		$1.81M Buy
1,213,955
+812,013
+202% +$1.71M ﹤0.01% 4591
2021
Q4 		$1.47M Buy
401,942
+22,642
+6% +$97.7K ﹤0.01% 4810
2021
Q3 		$1.88M Buy
379,300
+223,916
+144% +$1.34M ﹤0.01% 4622
2021
Q2 		$1.26M Buy
155,384
+33,570
+28% +$287K ﹤0.01% 4941
2021
Q1 		$1.01M Sell
121,814
-2,086
-2% -$32.9K ﹤0.01% 4724
2020
Q4 		$2.79M Buy
123,900
+123,721
+69,118% +$1.8M ﹤0.01% 3865
2020
Q3 		$2K Sell
179
-69
-28% -$715 ﹤0.01% 6620
2020
Q2 		$3K Sell
248
-221
-47% -$2.21K ﹤0.01% 6415
2020
Q1 		$5K Sell
469
-793
-63% -$7.91K ﹤0.01% 6239
2019
Q4 		$13K Buy
1,262
+780
+162% +$7.72K ﹤0.01% 6209
2019
Q3 		$5K Sell
482
-900
-65% -$8.86K ﹤0.01% 6377
2019
Q2 		$14K Buy
+1,382
New +$13.5K ﹤0.01% 6053

Other funds holding RMO

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's RMO Position: Q4 2022 in Review

Morgan Stanley sold out of Romeo Power, Inc. (RMO) in Q4 2022, closing a stake of 165,106 shares — an estimated $66K sold.

Morgan Stanley first reported a position in RMO in Q2 2019 and held it in 14 quarters. The position peaked at $2.79M in Q4 2020. 2 funds tracked by Wall St. Rank hold RMO as of Q4 2022.

  • Morgan Stanley reported no remaining Romeo Power, Inc. position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 165,106 Romeo Power, Inc. shares in Q4 2022, an estimated $66K.
  • Morgan Stanley first reported a position in Romeo Power, Inc. in Q2 2019 and held it in 14 quarters.
  • Morgan Stanley's Romeo Power, Inc. position peaked at $2.79M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.