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Spire Wealth Management’s RCM Technologies RCMT Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-20,003
Closed -$405K – 2519
2022
Q2 		$405K Buy
20,003
+15,641
+359% +$296K 0.02% 530
2022
Q1 		$43K Sell
4,362
-33,713
-89% -$242K ﹤0.01% 1505
2021
Q4 		$271K Buy
38,075
+37,495
+6,465% +$252K 0.01% 954
2021
Q3 		$4K Buy
+580
New +$2.93K ﹤0.01% 2353

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Spire Wealth Management's RCMT Position: Q3 2022 in Review

Spire Wealth Management sold out of RCM Technologies (RCMT) in Q3 2022, closing a stake of 20,003 shares — an estimated $405K sold.

Spire Wealth Management first reported a position in RCMT in Q3 2021 and held it in 4 quarters. The position peaked at $405K in Q2 2022. 48 funds tracked by Wall St. Rank hold RCMT as of Q3 2022.

  • Spire Wealth Management reported no remaining RCM Technologies position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 20,003 RCM Technologies shares in Q3 2022, an estimated $405K.
  • Spire Wealth Management first reported a position in RCM Technologies in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's RCM Technologies position peaked at $405K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held RCM Technologies as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.