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Summit Wealth Group’s The RMR Group RMR Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-27
Closed -$1K – 181
2021
Q2 		$1K Hold
27
– – ﹤0.01% 193
2021
Q1 		$1K Buy
+27
New +$1.06K ﹤0.01% 171

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth Group's RMR Position: Q3 2021 in Review

Summit Wealth Group sold out of The RMR Group (RMR) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in RMR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 180 funds tracked by Wall St. Rank hold RMR as of Q3 2021.

  • Summit Wealth Group reported no remaining The RMR Group position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 27 The RMR Group shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in The RMR Group in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's The RMR Group position peaked at $1K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held The RMR Group as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.