RWB
RH icon

RMR Wealth Builders’s RH RH Stock Holding History

RMR Wealth Builders’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12
Closed -$7K – 580
2021
Q1 		$7K Buy
+12
New +$5.92K ﹤0.01% 637

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RMR Wealth Builders sold out of RH (RH) in Q2 2021, closing a stake of 12 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in RH in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 450 funds tracked by Wall St. Rank hold RH as of Q2 2021.

  • RMR Wealth Builders reported no remaining RH position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 12 RH shares in Q2 2021, an estimated $7K.
  • RMR Wealth Builders first reported a position in RH in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's RH position peaked at $7K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held RH as of Q2 2021.

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