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Accel Wealth Management’s The RMR Group RMR Stock Holding History

Accel Wealth Management’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-301
Closed -$7.9K – 705
2023
Q1 		$7.9K Hold
301
– – ﹤0.01% 946
2022
Q4 		$8.51K Hold
301
– – ﹤0.01% 742
2022
Q3 		$8K Buy
301
+44
+17% +$1.2K ﹤0.01% 784
2022
Q2 		$7K Hold
257
– – ﹤0.01% 766
2022
Q1 		$8K Sell
257
-3
-1% -$94 ﹤0.01% 746
2021
Q4 		$9K Sell
260
-7
-3% -$242 ﹤0.01% 730
2021
Q3 		$9K Hold
267
– – 0.01% 665
2021
Q2 		$10K Sell
267
-18
-6% -$717 0.01% 697
2021
Q1 		$12K Hold
285
– – 0.01% 626
2020
Q4 		$11K Buy
+285
New +$9.37K 0.01% 607

Other funds holding RMR

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's RMR Position: Q2 2023 in Review

Accel Wealth Management sold out of The RMR Group (RMR) in Q2 2023, closing a stake of 301 shares — an estimated $7.9K sold.

Accel Wealth Management first reported a position in RMR in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q1 2021. 170 funds tracked by Wall St. Rank hold RMR as of Q2 2023.

  • Accel Wealth Management reported no remaining The RMR Group position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 301 The RMR Group shares in Q2 2023, an estimated $7.9K.
  • Accel Wealth Management first reported a position in The RMR Group in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's The RMR Group position peaked at $12K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held The RMR Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.