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National Wealth Management Group’s RPM International RPM Stock Holding History

National Wealth Management Group’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,309
Closed -$420K – 163
2022
Q4 		$420K Sell
4,309
-2,461
-36% -$239K 0.5% 65
2022
Q3 		$564K Buy
6,770
+3,592
+113% +$319K 0.73% 29
2022
Q2 		$250K Buy
+3,178
New +$267K 0.32% 85
2022
Q1 		– Sell
-2,210
Closed -$223K – 126
2021
Q4 		$223K Buy
+2,210
New +$201K 0.21% 111

Other funds holding RPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's RPM Position: Q1 2023 in Review

National Wealth Management Group sold out of RPM International (RPM) in Q1 2023, closing a stake of 4,309 shares — an estimated $420K sold.

National Wealth Management Group first reported a position in RPM in Q4 2021 and held it in 4 quarters. The position peaked at $564K in Q3 2022. 614 funds tracked by Wall St. Rank hold RPM as of Q1 2023.

  • National Wealth Management Group reported no remaining RPM International position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 4,309 RPM International shares in Q1 2023, an estimated $420K.
  • National Wealth Management Group first reported a position in RPM International in Q4 2021 and held it in 4 quarters.
  • National Wealth Management Group's RPM International position peaked at $564K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held RPM International as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.