RWB
BP icon

RMR Wealth Builders’s BP BP Stock Holding History

RMR Wealth Builders’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-878
Closed -$21K – 244
2021
Q1 		$21K Buy
878
+249
+40% +$6K 0.01% 503
2020
Q4 		$13K Buy
+629
New +$11.9K 0.01% 388
2020
Q3 		– Sell
-2,049
Closed -$48K – 257
2020
Q2 		$48K Buy
+2,049
New +$49.2K 0.04% 224
2019
Q4 		$95K Buy
+2,507
New +$95.2K 0.09% 171

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's BP Position: Q2 2021 in Review

RMR Wealth Builders sold out of BP (BP) in Q2 2021, closing a stake of 878 shares — an estimated $21K sold.

RMR Wealth Builders first reported a position in BP in Q4 2019 and held it in 4 quarters. The position peaked at $95K in Q4 2019. 981 funds tracked by Wall St. Rank hold BP as of Q2 2021.

  • RMR Wealth Builders reported no remaining BP position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 878 BP shares in Q2 2021, an estimated $21K.
  • RMR Wealth Builders first reported a position in BP in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's BP position peaked at $95K in Q4 2019.
  • 981 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.