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Stokes Family Office’s RCM Technologies RCMT Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-12,608
Closed -$246K – 308
2023
Q3 		$246K Buy
12,608
+1,517
+14% +$29.8K 0.03% 272
2023
Q2 		$204K Buy
+11,091
New +$162K 0.02% 295
2022
Q4 		– Sell
-12,738
Closed -$213K – 291
2022
Q3 		$213K Sell
12,738
-2,647
-17% -$45.9K 0.03% 249
2022
Q2 		$311K Buy
+15,385
New +$291K 0.04% 203

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Stokes Family Office's RCMT Position: Q4 2023 in Review

Stokes Family Office sold out of RCM Technologies (RCMT) in Q4 2023, closing a stake of 12,608 shares — an estimated $246K sold.

Stokes Family Office first reported a position in RCMT in Q2 2022 and held it in 4 quarters. The position peaked at $311K in Q2 2022. 67 funds tracked by Wall St. Rank hold RCMT as of Q4 2023.

  • Stokes Family Office reported no remaining RCM Technologies position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 12,608 RCM Technologies shares in Q4 2023, an estimated $246K.
  • Stokes Family Office first reported a position in RCM Technologies in Q2 2022 and held it in 4 quarters.
  • Stokes Family Office's RCM Technologies position peaked at $311K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held RCM Technologies as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.