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Simplicity Wealth’s The RMR Group RMR Stock Holding History

Simplicity Wealth’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,881
Closed -$357K – 1293
2024
Q1 		$357K Buy
+14,881
New +$373K 0.01% 856

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Wealth's RMR Position: Q2 2024 in Review

Simplicity Wealth sold out of The RMR Group (RMR) in Q2 2024, closing a stake of 14,881 shares — an estimated $357K sold.

Simplicity Wealth first reported a position in RMR in Q1 2024 and held it in 1 quarter. The position peaked at $357K in Q1 2024. 180 funds tracked by Wall St. Rank hold RMR as of Q2 2024.

  • Simplicity Wealth reported no remaining The RMR Group position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 14,881 The RMR Group shares in Q2 2024, an estimated $357K.
  • Simplicity Wealth first reported a position in The RMR Group in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's The RMR Group position peaked at $357K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held The RMR Group as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.