WP
RCM

WealthPLAN Partners’s R1 RCM Inc. Common Stock RCM Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-812
Closed -$12.2K – 1409
2023
Q1 		$12.2K Buy
+812
New +$11.1K ﹤0.01% 818

Other funds holding RCM

NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's RCM Position: Q2 2023 in Review

WealthPLAN Partners sold out of R1 RCM Inc. Common Stock (RCM) in Q2 2023, closing a stake of 812 shares — an estimated $12.2K sold.

WealthPLAN Partners first reported a position in RCM in Q1 2023 and held it in 1 quarter. The position peaked at $12.2K in Q1 2023. 224 funds tracked by Wall St. Rank hold RCM as of Q2 2023.

  • WealthPLAN Partners reported no remaining R1 RCM Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 812 R1 RCM Inc. Common Stock shares in Q2 2023, an estimated $12.2K.
  • WealthPLAN Partners first reported a position in R1 RCM Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's R1 RCM Inc. Common Stock position peaked at $12.2K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.