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Arkadios Wealth Advisors’s The RMR Group RMR Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-26
Closed – – 1512
2021
Q3 		$0 Sell
26
-35
-57% -$1.33K ﹤0.01% 2031
2021
Q2 		$2K Hold
61
– – ﹤0.01% 1864
2021
Q1 		$2K Buy
61
+22
+56% +$868 ﹤0.01% 1541
2020
Q4 		$1K Buy
+39
New +$1.28K ﹤0.01% 1337

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 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

Arkadios Wealth Advisors's RMR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of The RMR Group (RMR) in Q4 2021, closing a stake of 26 shares.

Arkadios Wealth Advisors first reported a position in RMR in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 190 funds tracked by Wall St. Rank hold RMR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining The RMR Group position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 26 The RMR Group shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in The RMR Group in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's The RMR Group position peaked at $2K in Q2 2021.
  • 190 funds tracked by Wall St. Rank held The RMR Group as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.