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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 – 369
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 $5.7T 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 $1.6B AUM 121.58% 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
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