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Wipfli Financial Advisors’s The RMR Group RMR Stock Holding History

Wipfli Financial 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
2022
Q3 		$9K Buy
+374
New +$10.2K ﹤0.01% 1888

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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wipfli Financial Advisors's RMR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in The RMR Group (RMR) in Q3 2022: 374 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

174 funds tracked by Wall St. Rank hold RMR as of Q3 2022.

  • Wipfli Financial Advisors held 374 shares of The RMR Group worth $9K as of Q3 2022.
  • The RMR Group was a new Wipfli Financial Advisors position in Q3 2022.
  • The RMR Group made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1888 holding.
  • 174 funds tracked by Wall St. Rank held The RMR Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.