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RMR Wealth Builders’s Flowserve FLS Stock Holding History

RMR Wealth Builders’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-227
Closed -$9K – 349
2021
Q1 		$9K Buy
227
+115
+103% +$4.42K ﹤0.01% 606
2020
Q4 		$4K Buy
+112
New +$3.67K ﹤0.01% 466
2020
Q3 		– Sell
-122
Closed -$3K – 307
2020
Q2 		$3K Buy
+122
New +$3.25K ﹤0.01% 401

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RMR Wealth Builders sold out of Flowserve (FLS) in Q2 2021, closing a stake of 227 shares — an estimated $9K sold.

RMR Wealth Builders first reported a position in FLS in Q2 2020 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 296 funds tracked by Wall St. Rank hold FLS as of Q2 2021.

  • RMR Wealth Builders reported no remaining Flowserve position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 227 Flowserve shares in Q2 2021, an estimated $9K.
  • RMR Wealth Builders first reported a position in Flowserve in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Flowserve position peaked at $9K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held Flowserve as of Q2 2021.

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