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

BDO 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
2023 Q2	$209	Hold	9	–	–	﹤0.01%	957
2023 Q1	$237	Hold	9	–	–	﹤0.01%	1027
2022 Q4	$254	Hold	9	–	–	﹤0.01%	981
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1122
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1105
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1123
2021 Q4	$0	Hold	9	–	–	﹤0.01%	1138
2021 Q3	$0	Hold	9	–	–	﹤0.01%	1108
2021 Q2	$0	Hold	9	–	–	﹤0.01%	1194
2021 Q1	$0	Buy	+9	New	+$355	﹤0.01%	1252

Other funds holding RMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's RMR Position: Q2 2023 in Review

BDO Wealth Advisors held its The RMR Group (RMR) position steady in Q2 2023 at 9 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #957.

BDO Wealth Advisors first reported a position in RMR in Q1 2021 and has held it in 10 quarters since. The position peaked at $254 in Q4 2022. 169 funds tracked by Wall St. Rank hold RMR as of Q2 2023.

BDO Wealth Advisors held 9 shares of The RMR Group worth $209 as of Q2 2023.
BDO Wealth Advisors left its The RMR Group share count unchanged in Q2 2023.
The RMR Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #957 holding.
BDO Wealth Advisors first reported a position in The RMR Group in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's The RMR Group position peaked at $254 in Q4 2022.
169 funds tracked by Wall St. Rank held The RMR Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.