RWB
ISBC

RMR Wealth Builders’s Investors Bancorp, Inc. ISBC Stock Holding History

RMR Wealth Builders’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-123
Closed -$2K – 780
2021
Q1 		$2K Buy
+123
New +$1.59K ﹤0.01% 745

Other funds holding ISBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

RMR Wealth Builders sold out of Investors Bancorp, Inc. (ISBC) in Q2 2021, closing a stake of 123 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in ISBC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 250 funds tracked by Wall St. Rank hold ISBC as of Q2 2021.

  • RMR Wealth Builders reported no remaining Investors Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 123 Investors Bancorp, Inc. shares in Q2 2021, an estimated $2K.
  • RMR Wealth Builders first reported a position in Investors Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Investors Bancorp, Inc. position peaked at $2K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q2 2021.

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