VFA
RCM

Valeo Financial Advisors’s R1 RCM Inc. Common Stock RCM Stock Holding History

Valeo Financial Advisors’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,993
Closed -$156K – 797
2024
Q3 		$156K Sell
10,993
-33,155
-75% -$450K ﹤0.01% 663
2024
Q2 		$554K Hold
44,148
– – 0.02% 364
2024
Q1 		$523K Sell
44,148
-21,008
-32% -$244K 0.02% 366
2023
Q4 		$689K Sell
65,156
-2,835
-4% -$32.1K 0.03% 279
2023
Q3 		$1.02M Hold
67,991
– – 0.05% 203
2023
Q2 		$1.25M Hold
67,991
– – 0.06% 178
2023
Q1 		$1.02M Hold
67,991
– – 0.05% 207
2022
Q4 		$745K Buy
+67,991
New +$863K 0.04% 226

Other funds holding RCM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Valeo Financial Advisors's RCM Position: Q4 2024 in Review

Valeo Financial Advisors sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2024, closing a stake of 10,993 shares — an estimated $156K sold.

Valeo Financial Advisors first reported a position in RCM in Q4 2022 and held it in 8 quarters. The position peaked at $1.25M in Q2 2023. 1 fund tracked by Wall St. Rank holds RCM as of Q4 2024.

  • Valeo Financial Advisors reported no remaining R1 RCM Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,993 R1 RCM Inc. Common Stock shares in Q4 2024, an estimated $156K.
  • Valeo Financial Advisors first reported a position in R1 RCM Inc. Common Stock in Q4 2022 and held it in 8 quarters.
  • Valeo Financial Advisors's R1 RCM Inc. Common Stock position peaked at $1.25M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.