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	–	623
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	–	432
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 $588M AUM 6.93% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PPA

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RMR Wealth Builders sold out of Smith & Nephew (SNN) in Q2 2021, closing a stake of 408 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in SNN in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 230 funds tracked by Wall St. Rank hold SNN as of Q2 2021.

RMR Wealth Builders reported no remaining Smith & Nephew position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 408 Smith & Nephew shares in Q2 2021, an estimated $15K.
RMR Wealth Builders first reported a position in Smith & Nephew in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Smith & Nephew position peaked at $20K in Q4 2019.
230 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2021.

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