EWM
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Evermay Wealth Management’s The RMR Group RMR Stock Holding History

Evermay 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
-12
Closed -$288 – 628
2024
Q1 		$288 Buy
+12
New +$301 ﹤0.01% 585

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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

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

Evermay Wealth Management sold out of The RMR Group (RMR) in Q2 2024, closing a stake of 12 shares — an estimated $288 sold.

Evermay Wealth Management first reported a position in RMR in Q1 2024 and held it in 1 quarter. The position peaked at $288 in Q1 2024. 180 funds tracked by Wall St. Rank hold RMR as of Q2 2024.

  • Evermay Wealth Management reported no remaining The RMR Group position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 12 The RMR Group shares in Q2 2024, an estimated $288.
  • Evermay Wealth Management first reported a position in The RMR Group in Q1 2024 and held it in 1 quarter.
  • Evermay Wealth Management's The RMR Group position peaked at $288 in Q1 2024.
  • 180 funds tracked by Wall St. Rank held The RMR Group as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.