RSWM
RCM

Robertson Stephens Wealth Management’s R1 RCM Inc. Common Stock RCM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53,524
Closed -$566K – 508
2023
Q4 		$566K Buy
53,524
+104
+0.2% +$1.18K 0.03% 289
2023
Q3 		$805K Sell
53,420
-9,961
-16% -$168K 0.05% 234
2023
Q2 		$1.17M Buy
63,381
+838
+1% +$13.6K 0.08% 178
2023
Q1 		$938K Buy
62,543
+1,252
+2% +$17.1K 0.07% 204
2022
Q4 		$671K Sell
61,291
-3,060
-5% -$38.8K 0.07% 221
2022
Q3 		$1.19M Buy
64,351
+1,799
+3% +$41K 0.12% 133
2022
Q2 		$1.31M Buy
62,552
+8,815
+16% +$200K 0.12% 139
2022
Q1 		$1.44M Buy
53,737
+5,687
+12% +$139K 0.12% 145
2021
Q4 		$1.22M Buy
48,050
+5,585
+13% +$134K 0.1% 161
2021
Q3 		$934K Buy
42,465
+1,689
+4% +$34.9K 0.11% 126
2021
Q2 		$906K Buy
40,776
+1,617
+4% +$39K 0.11% 133
2021
Q1 		$966K Sell
39,159
-9,750
-20% -$257K 0.15% 106
2020
Q4 		$1.17M Sell
48,909
-26,855
-35% -$534K 0.25% 77
2020
Q3 		$1.3M Sell
75,764
-15,032
-17% -$219K 0.32% 58
2020
Q2 		$1.01M Sell
90,796
-2,611
-3% -$26.9K 0.29% 68
2020
Q1 		$849K Buy
+93,407
New +$1.12M 0.29% 74

Other funds holding RCM

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Robertson Stephens Wealth Management's RCM Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of R1 RCM Inc. Common Stock (RCM) in Q1 2024, closing a stake of 53,524 shares — an estimated $566K sold.

Robertson Stephens Wealth Management first reported a position in RCM in Q1 2020 and held it in 16 quarters. The position peaked at $1.44M in Q1 2022. 259 funds tracked by Wall St. Rank hold RCM as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining R1 RCM Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 53,524 R1 RCM Inc. Common Stock shares in Q1 2024, an estimated $566K.
  • Robertson Stephens Wealth Management first reported a position in R1 RCM Inc. Common Stock in Q1 2020 and held it in 16 quarters.
  • Robertson Stephens Wealth Management's R1 RCM Inc. Common Stock position peaked at $1.44M in Q1 2022.
  • 259 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.