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

Avior 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
2024
Q2 		– Sell
-3
Closed -$72 – 3425
2024
Q1 		$72 Buy
+3
New +$75 ﹤0.01% 3334
2021
Q4 		– Sell
-1
Closed – – 1205
2021
Q3 		$0 Sell
1
-5
-83% -$190 ﹤0.01% 1162
2021
Q2 		$0 Buy
6
+1
+20% +$40 ﹤0.01% 1120
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1120
2020
Q4 		$0 Sell
5
-3
-38% -$99 ﹤0.01% 1067
2020
Q3 		$0 Sell
8
-8
-50% -$232 ﹤0.01% 1008
2020
Q2 		$0 Buy
+16
New +$463 ﹤0.01% 979
2016
Q3 		– Sell
-15
Closed -$1K – 491
2016
Q2 		$1K Hold
15
– – ﹤0.01% 445
2016
Q1 		$0 Hold
15
– – ﹤0.01% 504
2015
Q4 		$0 Buy
+15
New +$211 ﹤0.01% 471

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
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Avior Wealth Management's RMR Position: Q2 2024 in Review

Avior Wealth Management sold out of The RMR Group (RMR) in Q2 2024, closing a stake of 3 shares — an estimated $72 sold.

Avior Wealth Management first reported a position in RMR in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q2 2016. 180 funds tracked by Wall St. Rank hold RMR as of Q2 2024.

  • Avior Wealth Management reported no remaining The RMR Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 The RMR Group shares in Q2 2024, an estimated $72.
  • Avior Wealth Management first reported a position in The RMR Group in Q4 2015 and held it in 10 quarters.
  • Avior Wealth Management's The RMR Group position peaked at $1K in Q2 2016.
  • 180 funds tracked by Wall St. Rank held The RMR Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.