RWB
NYC

RMR Wealth Builders’s American Strategic Investment Co NYC Stock Holding History

RMR Wealth Builders’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-715
Closed -$49K – 514
2021
Q1 		$49K Buy
715
+547
+326% +$40.7K 0.01% 369
2020
Q4 		$11K Buy
+168
New +$13.9K 0.01% 407

Other funds holding NYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RMR Wealth Builders sold out of American Strategic Investment Co (NYC) in Q2 2021, closing a stake of 715 shares — an estimated $49K sold.

RMR Wealth Builders first reported a position in NYC in Q4 2020 and held it in 2 quarters. The position peaked at $49K in Q1 2021. 39 funds tracked by Wall St. Rank hold NYC as of Q2 2021.

  • RMR Wealth Builders reported no remaining American Strategic Investment Co position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 715 American Strategic Investment Co shares in Q2 2021, an estimated $49K.
  • RMR Wealth Builders first reported a position in American Strategic Investment Co in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's American Strategic Investment Co position peaked at $49K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2021.

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