RMR Wealth Builders’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

RMR Wealth Builders’s Portfolio SIMS Stock Details SIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,977	Closed	-$135K	–	615
2021 Q1	$135K	Buy	+2,977	New	+$134K	0.04%	237

Other funds holding SIMS

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

RMR Wealth Builders sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2021, closing a stake of 2,977 shares — an estimated $135K sold.

RMR Wealth Builders first reported a position in SIMS in Q1 2021 and held it in 1 quarter. The position peaked at $135K in Q1 2021. 34 funds tracked by Wall St. Rank hold SIMS as of Q2 2021.

RMR Wealth Builders reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 2,977 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2021, an estimated $135K.
RMR Wealth Builders first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $135K in Q1 2021.
34 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2021.

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