RWB
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RMR Wealth Builders’s Dominari Holdings DOMH Stock Holding History

RMR Wealth Builders’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-612
Closed -$6K – 522
2020
Q3 		$6K Buy
612
+494
+419% +$6.95K ﹤0.01% 217
2020
Q2 		$2K Buy
+118
New +$1.48K ﹤0.01% 409

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

RMR Wealth Builders's DOMH Position: Q4 2020 in Review

RMR Wealth Builders sold out of Dominari Holdings (DOMH) in Q4 2020, closing a stake of 612 shares — an estimated $6K sold.

RMR Wealth Builders first reported a position in DOMH in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 13 funds tracked by Wall St. Rank hold DOMH as of Q4 2020.

  • RMR Wealth Builders reported no remaining Dominari Holdings position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 612 Dominari Holdings shares in Q4 2020, an estimated $6K.
  • RMR Wealth Builders first reported a position in Dominari Holdings in Q2 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Dominari Holdings position peaked at $6K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held Dominari Holdings as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.