Wellspring Financial Advisors’s Royalty Management RMCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-14,800
Closed -$149K 135
2021
Q4
$149K Hold
14,800
0.04% 104
2021
Q3
$146K Buy
+14,800
New +$147K 0.04% 100

Other funds holding RMCO

Wellspring Financial Advisors's RMCO Position: Q1 2022 in Review

Wellspring Financial Advisors sold out of Royalty Management (RMCO) in Q1 2022, closing a stake of 14,800 shares — an estimated $149K sold.

Wellspring Financial Advisors first reported a position in RMCO in Q3 2021 and held it in 2 quarters. The position peaked at $149K in Q4 2021. 15 funds tracked by Wall St. Rank hold RMCO as of Q1 2022.

  • Wellspring Financial Advisors reported no remaining Royalty Management position as of Q1 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 14,800 Royalty Management shares in Q1 2022, an estimated $149K.
  • Wellspring Financial Advisors first reported a position in Royalty Management in Q3 2021 and held it in 2 quarters.
  • Wellspring Financial Advisors's Royalty Management position peaked at $149K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Royalty Management as of Q1 2022.

Based on Wellspring Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.