KWM
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Kingsview Wealth Management’s The RMR Group RMR Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-27,476
Closed -$1.14M – 1001
2021
Q1 		$1.14M Buy
+27,476
New +$1.08M 0.06% 301

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kingsview Wealth Management's RMR Position: Q2 2021 in Review

Kingsview Wealth Management sold out of The RMR Group (RMR) in Q2 2021, closing a stake of 27,476 shares — an estimated $1.14M sold.

Kingsview Wealth Management first reported a position in RMR in Q1 2021 and held it in 1 quarter. The position peaked at $1.14M in Q1 2021. 176 funds tracked by Wall St. Rank hold RMR as of Q2 2021.

  • Kingsview Wealth Management reported no remaining The RMR Group position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 27,476 The RMR Group shares in Q2 2021, an estimated $1.14M.
  • Kingsview Wealth Management first reported a position in The RMR Group in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's The RMR Group position peaked at $1.14M in Q1 2021.
  • 176 funds tracked by Wall St. Rank held The RMR Group as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.