Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $824 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CGNX
Cognex Corp

Technology
Q2 2022 Filed on Aug 02, 2022
4,803
$42.25 - $78.81 $203K - $379K
PLTR
Palantir Technologies Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
10,085
$6.71 - $14.63 $67.7K - $148K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 02, 2022
4,429
N/A
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Aug 02, 2022
1,127
$141.45 - $185.43 $159K - $209K
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
2,735
$63.31 - $89.84 $173K - $246K
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Aug 02, 2022
2,621
$221.77 - $285.28 $581K - $748K
PSA
Public Storage

Real Estate
Q2 2022 Filed on Aug 02, 2022
554
$297.48 - $419.9 $165K - $233K
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
411
$415.35 - $562.4 $171K - $231K
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Aug 02, 2022
9,733
$47.23 - $66.64 $460K - $649K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
11,204
$5.71 - $6.69 $64K - $75K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Aug 02, 2022
588
N/A
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 02, 2022
1,388
$129.41 - $154.23 $180K - $214K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
997
$230.68 - $260.79 $230K - $260K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 13, 2022
4,454
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
4,899
$52.13 - $60.52 $255K - $296K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
3,351
$50.85 - $74.31 $170K - $249K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 02, 2022
9,800
$28.38 - $34.74 $278K - $340K
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 02, 2022
7,770
N/A
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
2,899
$107.03 - $108.32 $310K - $314K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Feb 02, 2022
1,903
$106.55 - $109.3 $203K - $208K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 02, 2022
3,742
N/A
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
1,514
$150.2 - $173.71 $227K - $263K
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
968
$231.47 - $272.73 $224K - $264K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
6,052
$34.9 - $50.9 $211K - $308K
Maxim Integrated Prods Inc Com
Q3 2021 Filed on Oct 18, 2021
3,340
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
1,491
$145.08 - $221.87 $216K - $331K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,352
$12.97 - $16.15 $17.5K - $21.8K
ASXC
Asensus Surgical, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
1,585
$1.52 - $3.62 $2.41K - $5.74K
Aspirational Consumer Lifest
Q2 2021 Filed on Aug 16, 2021
90
N/A
VERU
Veru Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,395
$7.24 - $11.2 $17.3K - $26.8K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
700
$61.23 - $75.58 $42.9K - $52.9K
ATO
Atmos Energy Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
69
$96.11 - $104.59 $6.63K - $7.22K
AVXL
Anavex Life Sciences Corp.

Healthcare
Q2 2021 Filed on Aug 16, 2021
250
$10.16 - $28.86 $2.54K - $7.22K
VEEV
Veeva Systems Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
120
$245.66 - $320.13 $29.5K - $38.4K
AWRE
Aware Inc

Technology
Q2 2021 Filed on Aug 16, 2021
50
$3.27 - $4.05 $164 - $203
MCI
Barings Corporate Investors

Financial Services
Q2 2021 Filed on Aug 16, 2021
400
$14.1 - $15.32 $5.64K - $6.13K
Avinger Inc
Q2 2021 Filed on Aug 16, 2021
1,000
N/A
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 16, 2021
500
N/A
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$74.47 - $87.19 $7.45K - $8.72K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
95
$48.37 - $77.97 $4.6K - $7.41K
Agile Therapeutics Inc
Q2 2021 Filed on Aug 16, 2021
215
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
796
$30.93 - $38.73 $24.6K - $30.8K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
54
$61.84 - $78.24 $3.34K - $4.22K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
1,592
$82.35 - $90.14 $131K - $144K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
3,500
$5.12 - $6.82 $17.9K - $23.9K
Amplify ETF Tr
Q2 2021 Filed on Aug 16, 2021
681
N/A
XPEV
Xpeng Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
253
$23.56 - $45.31 $5.96K - $11.5K
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
166
$31.86 - $38.6 $5.29K - $6.41K
APA
Apa Corp

Energy
Q2 2021 Filed on Aug 16, 2021
148
$17.0 - $23.52 $2.52K - $3.48K
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