EWA
RMBS icon

EverSource Wealth Advisors’s Rambus RMBS Stock Holding History

EverSource Wealth Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Buy
2,188
+282
+15% +$28.1K 0.01% 1088
2025
Q4 		$175K Buy
1,906
+2
+0.1% +$197 0.01% 1008
2025
Q3 		$198K Buy
1,904
+1,127
+145% +$86.9K 0.01% 912
2025
Q2 		$49.7K Buy
777
+353
+83% +$18.9K ﹤0.01% 1622
2025
Q1 		$22K Sell
424
-3,671
-90% -$216K ﹤0.01% 1640
2024
Q4 		$216K Buy
4,095
+3,978
+3,400% +$203K 0.01% 626
2024
Q3 		$4.94K Sell
117
-32
-21% -$1.55K ﹤0.01% 2227
2024
Q2 		$7.67K Buy
149
+34
+30% +$1.94K ﹤0.01% 2014
2024
Q1 		$6.3K Sell
115
-52
-31% -$3.29K ﹤0.01% 1935
2023
Q4 		$11.4K Buy
167
+60
+56% +$3.74K ﹤0.01% 1501
2023
Q3 		$5.97K Buy
107
+15
+16% +$851 ﹤0.01% 1637
2023
Q2 		$5.9K Buy
92
+4
+5% +$220 ﹤0.01% 1662
2023
Q1 		$4.51K Sell
88
-187
-68% -$8.03K ﹤0.01% 1677
2022
Q4 		$9.85K Hold
275
– – ﹤0.01% 1338
2022
Q3 		$7K Sell
275
-249
-48% -$6.22K ﹤0.01% 1256
2022
Q2 		$11K Hold
524
– – ﹤0.01% 1013
2022
Q1 		$17K Hold
524
– – ﹤0.01% 768
2021
Q4 		$15K Buy
+524
New +$13.3K ﹤0.01% 808

Other funds holding RMBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return