RWB
SI

RMR Wealth Builders’s Silvergate Capital Corporation SI Stock Holding History

RMR Wealth Builders’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-20
Closed -$3K – 765
2021
Q1 		$3K Buy
+20
New +$2.37K ﹤0.01% 719

Other funds holding SI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

RMR Wealth Builders sold out of Silvergate Capital Corporation (SI) in Q2 2021, closing a stake of 20 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in SI in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 235 funds tracked by Wall St. Rank hold SI as of Q2 2021.

  • RMR Wealth Builders reported no remaining Silvergate Capital Corporation position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 20 Silvergate Capital Corporation shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in Silvergate Capital Corporation in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Silvergate Capital Corporation position peaked at $3K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Silvergate Capital Corporation as of Q2 2021.

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