RMR Wealth Builders’s WEC Energy WEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,395	Closed	-$131K	–	707
2021 Q1	$131K	Hold	1,395	–	–	0.03%	240
2020 Q4	$128K	Buy	+1,395	New	+$136K	0.06%	187
2020 Q3	–	Sell	-1,395	Closed	-$122K	–	463
2020 Q2	$122K	Buy	+1,395	New	+$126K	0.11%	153
2019 Q4	$129K	Buy	+1,395	New	+$127K	0.12%	152

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

RMR Wealth Builders sold out of WEC Energy (WEC) in Q2 2021, closing a stake of 1,395 shares — an estimated $131K sold.

RMR Wealth Builders first reported a position in WEC in Q4 2019 and held it in 4 quarters. The position peaked at $131K in Q1 2021. 949 funds tracked by Wall St. Rank hold WEC as of Q2 2021.

RMR Wealth Builders reported no remaining WEC Energy position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,395 WEC Energy shares in Q2 2021, an estimated $131K.
RMR Wealth Builders first reported a position in WEC Energy in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's WEC Energy position peaked at $131K in Q1 2021.
949 funds tracked by Wall St. Rank held WEC Energy as of Q2 2021.

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