Summit Wealth Group’s RPM International RPM Stock Holding History

Summit Wealth 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 Q2	–	Sell	-154,066	Closed	-$2K	–	219
2023 Q1	$2K	Buy	+154,066	New	+$13.5M	0.05%	99

Other funds holding RPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's RPM Position: Q2 2023 in Review

Summit Wealth Group sold out of RPM International (RPM) in Q2 2023, closing a stake of 154,066 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in RPM in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 602 funds tracked by Wall St. Rank hold RPM as of Q2 2023.

Summit Wealth Group reported no remaining RPM International position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 154,066 RPM International shares in Q2 2023, an estimated $2K.
Summit Wealth Group first reported a position in RPM International in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's RPM International position peaked at $2K in Q1 2023.
602 funds tracked by Wall St. Rank held RPM International as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.