RWB
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RMR Wealth Builders’s Ericsson ERIC Stock Holding History

RMR Wealth Builders’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,382
Closed -$31K – 332
2021
Q1 		$31K Hold
2,382
– – 0.01% 445
2020
Q4 		$28K Buy
+2,382
New +$27.9K 0.01% 317
2020
Q3 		– Sell
-2,382
Closed -$22K – 301
2020
Q2 		$22K Buy
+2,382
New +$20.7K 0.02% 298
2019
Q4 		$21K Buy
+2,382
New +$21.1K 0.02% 307

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RMR Wealth Builders sold out of Ericsson (ERIC) in Q2 2021, closing a stake of 2,382 shares — an estimated $31K sold.

RMR Wealth Builders first reported a position in ERIC in Q4 2019 and held it in 4 quarters. The position peaked at $31K in Q1 2021. 380 funds tracked by Wall St. Rank hold ERIC as of Q2 2021.

  • RMR Wealth Builders reported no remaining Ericsson position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,382 Ericsson shares in Q2 2021, an estimated $31K.
  • RMR Wealth Builders first reported a position in Ericsson in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Ericsson position peaked at $31K in Q1 2021.
  • 380 funds tracked by Wall St. Rank held Ericsson as of Q2 2021.

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