WJWM
RMO

Williams Jones Wealth Management’s Romeo Power, Inc. RMO Stock Holding History

Williams Jones Wealth Management’s Portfolio RMO Stock Details RMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-42,500
Closed -$210K – 528
2021
Q3 		$210K Buy
+42,500
New +$254K ﹤0.01% 452

Other funds holding RMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Williams Jones Wealth Management's RMO Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Romeo Power, Inc. (RMO) in Q4 2021, closing a stake of 42,500 shares — an estimated $210K sold.

Williams Jones Wealth Management first reported a position in RMO in Q3 2021 and held it in 1 quarter. The position peaked at $210K in Q3 2021. 129 funds tracked by Wall St. Rank hold RMO as of Q4 2021.

  • Williams Jones Wealth Management reported no remaining Romeo Power, Inc. position as of Q4 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 42,500 Romeo Power, Inc. shares in Q4 2021, an estimated $210K.
  • Williams Jones Wealth Management first reported a position in Romeo Power, Inc. in Q3 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's Romeo Power, Inc. position peaked at $210K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held Romeo Power, Inc. as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.