TW
RCMT icon

TrinityPoint Wealth’s RCM Technologies RCMT Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$238K Sell
10,726
-200
-2% -$4.45K 0.03% 296
2024
Q3 		$222K Hold
10,926
– – 0.03% 301
2024
Q2 		$205K Buy
+10,926
New +$217K 0.03% 300

Other funds holding RCMT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TrinityPoint Wealth's RCMT Position: Q4 2024 in Review

TrinityPoint Wealth reduced its RCM Technologies (RCMT) stake by 1.8% in Q4 2024, selling an estimated $4.45K and leaving 10,726 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #296.

TrinityPoint Wealth first reported a position in RCMT in Q2 2024 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold RCMT as of Q4 2024.

  • TrinityPoint Wealth held 10,726 shares of RCM Technologies worth $238K as of Q4 2024.
  • TrinityPoint Wealth sold 200 RCM Technologies shares in Q4 2024, an estimated $4.45K.
  • RCM Technologies made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #296 holding.
  • TrinityPoint Wealth first reported a position in RCM Technologies in Q2 2024 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held RCM Technologies as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.