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Northwest Financial Advisors’s The RMR Group RMR Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-10
Closed -$257 – 437
2024
Q3 		$257 Buy
+10
New +$247 ﹤0.01% 538
2024
Q1 		– Sell
-10
Closed -$271 – 417
2023
Q4 		$271 Buy
+10
New +$244 ﹤0.01% 545

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest Financial Advisors's RMR Position: Q4 2024 in Review

Northwest Financial Advisors sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 10 shares — an estimated $257 sold.

Northwest Financial Advisors first reported a position in RMR in Q4 2023 and held it in 2 quarters. The position peaked at $271 in Q4 2023. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 10 The RMR Group shares in Q4 2024, an estimated $257.
  • Northwest Financial Advisors first reported a position in The RMR Group in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's The RMR Group position peaked at $271 in Q4 2023.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.