RMR Wealth Builders’s Smith & Nephew SNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-408	Closed	-$15K	–	625
2021 Q1	$15K	Hold	408	–	–	﹤0.01%	554
2020 Q4	$17K	Buy	+408	New	+$16.2K	0.01%	368
2020 Q3	–	Sell	-408	Closed	-$16K	–	434
2020 Q2	$16K	Buy	+408	New	+$16.2K	0.01%	322
2019 Q4	$20K	Buy	+408	New	+$18.4K	0.02%	314

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return