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U.S. Capital Wealth Advisors’s The RMR Group RMR Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-129
Closed -$3.65K – 1336
2022
Q4 		$3.65K Buy
+129
New +$3.51K ﹤0.01% 1432

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's RMR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of The RMR Group (RMR) in Q1 2023, closing a stake of 129 shares — an estimated $3.65K sold.

U.S. Capital Wealth Advisors first reported a position in RMR in Q4 2022 and held it in 1 quarter. The position peaked at $3.65K in Q4 2022. 193 funds tracked by Wall St. Rank hold RMR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining The RMR Group position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 129 The RMR Group shares in Q1 2023, an estimated $3.65K.
  • U.S. Capital Wealth Advisors first reported a position in The RMR Group in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's The RMR Group position peaked at $3.65K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held The RMR Group as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.