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WealthPLAN Partners’s The RMR Group RMR Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-1
Closed -$20 – 1376
2023
Q1 		$20 Buy
+1
New +$28 ﹤0.01% 1314
2017
Q2 		– Sell
-25
Closed -$1.21K – 367
2017
Q1 		$1.21K Buy
+25
New +$1.19K ﹤0.01% 421
2016
Q3 		$1.23K Sell
32
-28
-47% -$1.02K ﹤0.01% 884
2016
Q2 		$992 Buy
+60
New +$1.66K ﹤0.01% 2332
2015
Q4 		$159 Buy
+11
New +$155 ﹤0.01% 1625

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's RMR Position: Q2 2023 in Review

WealthPLAN Partners sold out of The RMR Group (RMR) in Q2 2023, closing a stake of 1 share — an estimated $20 sold.

WealthPLAN Partners first reported a position in RMR in Q4 2015 and held it in 5 quarters. The position peaked at $1.23K in Q3 2016. 169 funds tracked by Wall St. Rank hold RMR as of Q2 2023.

  • WealthPLAN Partners reported no remaining The RMR Group position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1 The RMR Group share in Q2 2023, an estimated $20.
  • WealthPLAN Partners first reported a position in The RMR Group in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's The RMR Group position peaked at $1.23K in Q3 2016.
  • 169 funds tracked by Wall St. Rank held The RMR Group as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.