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Transform Wealth’s RPM International RPM Stock Holding History

Transform Wealth’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
2022
Q1 		– Sell
-2,784
Closed -$281K – 227
2021
Q4 		$281K Sell
2,784
-386
-12% -$35.1K 0.03% 191
2021
Q3 		$246K Sell
3,170
-182
-5% -$15.3K 0.03% 204
2021
Q2 		$297K Buy
3,352
+54
+2% +$5.03K 0.04% 203
2021
Q1 		$303K Buy
3,298
+162
+5% +$14K 0.06% 184
2020
Q4 		$285K Buy
3,136
+23
+0.7% +$2.03K 0.06% 182
2020
Q3 		$258K Sell
3,113
-105
-3% -$8.58K 0.04% 190
2020
Q2 		$242K Buy
+3,218
New +$224K 0.04% 200
2020
Q1 		– Sell
-3,088
Closed -$237K – 231
2019
Q4 		$237K Buy
3,088
+17
+0.6% +$1.23K 0.04% 207
2019
Q3 		$211K Sell
3,071
-3,019
-50% -$200K 0.04% 200
2019
Q2 		$372K Buy
+6,090
New +$360K 0.05% 191
2017
Q2 		– Sell
-8,014
Closed -$441K – 140
2017
Q1 		$441K Sell
8,014
-245
-3% -$13.1K 0.17% 158
2016
Q4 		$445K Buy
8,259
+717
+10% +$36.7K 0.18% 157
2016
Q3 		$405K Buy
7,542
+398
+6% +$21.1K 0.17% 153
2016
Q2 		$357K Buy
+7,144
New +$358K 0.15% 162

Other funds holding RPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's RPM Position: Q1 2022 in Review

Transform Wealth sold out of RPM International (RPM) in Q1 2022, closing a stake of 2,784 shares — an estimated $281K sold.

Transform Wealth first reported a position in RPM in Q2 2016 and held it in 14 quarters. The position peaked at $445K in Q4 2016. 567 funds tracked by Wall St. Rank hold RPM as of Q1 2022.

  • Transform Wealth reported no remaining RPM International position as of Q1 2022 after selling out during the quarter.
  • Transform Wealth sold 2,784 RPM International shares in Q1 2022, an estimated $281K.
  • Transform Wealth first reported a position in RPM International in Q2 2016 and held it in 14 quarters.
  • Transform Wealth's RPM International position peaked at $445K in Q4 2016.
  • 567 funds tracked by Wall St. Rank held RPM International as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.