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Triad Wealth Partners’s The RMR Group RMR Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-3
Closed -$68 – 713
2024
Q2 		$68 Buy
+3
New +$70 ﹤0.01% 968

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triad Wealth Partners's RMR Position: Q3 2024 in Review

Triad Wealth Partners sold out of The RMR Group (RMR) in Q3 2024, closing a stake of 3 shares — an estimated $68 sold.

Triad Wealth Partners first reported a position in RMR in Q2 2024 and held it in 1 quarter. The position peaked at $68 in Q2 2024. 174 funds tracked by Wall St. Rank hold RMR as of Q3 2024.

  • Triad Wealth Partners reported no remaining The RMR Group position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 The RMR Group shares in Q3 2024, an estimated $68.
  • Triad Wealth Partners first reported a position in The RMR Group in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's The RMR Group position peaked at $68 in Q2 2024.
  • 174 funds tracked by Wall St. Rank held The RMR Group as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.