RWB
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RMR Wealth Builders’s The RMR Group RMR Stock Holding History

RMR Wealth Builders’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13
Closed -$1K – 584
2021
Q1 		$1K Buy
13
+10
+333% +$394 ﹤0.01% 765
2020
Q4 		$0 Buy
+3
New +$99 ﹤0.01% 547
2019
Q4 		$0 Buy
+3
New +$139 ﹤0.01% 415

Other funds holding RMR

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

RMR Wealth Builders sold out of The RMR Group (RMR) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in RMR in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 176 funds tracked by Wall St. Rank hold RMR as of Q2 2021.

  • RMR Wealth Builders reported no remaining The RMR Group position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 13 The RMR Group shares in Q2 2021, an estimated $1K.
  • RMR Wealth Builders first reported a position in The RMR Group in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's The RMR Group position peaked at $1K in Q1 2021.
  • 176 funds tracked by Wall St. Rank held The RMR Group as of Q2 2021.

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