RWB
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RMR Wealth Builders’s Energous WATT Stock Holding History

RMR Wealth Builders’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11
Closed -$28K – 704
2021
Q1 		$28K Sell
11
-2
-15% -$4.63K 0.01% 462
2020
Q4 		$14K Sell
13
-21
-62% -$27.7K 0.01% 386
2020
Q3 		$60K Buy
34
+19
+127% +$37.2K 0.02% 216
2020
Q2 		$25K Buy
+15
New +$17.6K 0.02% 288
2019
Q4 		$12K Buy
+12
New +$17.8K 0.01% 336

Other funds holding WATT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

RMR Wealth Builders sold out of Energous (WATT) in Q2 2021, closing a stake of 11 shares — an estimated $28K sold.

RMR Wealth Builders first reported a position in WATT in Q4 2019 and held it in 5 quarters. The position peaked at $60K in Q3 2020. 73 funds tracked by Wall St. Rank hold WATT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Energous position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 11 Energous shares in Q2 2021, an estimated $28K.
  • RMR Wealth Builders first reported a position in Energous in Q4 2019 and held it in 5 quarters.
  • RMR Wealth Builders's Energous position peaked at $60K in Q3 2020.
  • 73 funds tracked by Wall St. Rank held Energous as of Q2 2021.

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