Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BAX
Baxter International Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
220
$80.5 - $88.01 $17.7K - $19.4K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2021 Filed on Aug 16, 2021
130
$101.6 - $107.95 $13.2K - $14K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
1,233
$120.76 - $136.37 $149K - $168K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
300
$56.4 - $67.65 $16.9K - $20.3K
Yandex N V
Q2 2021 Filed on Aug 16, 2021
250
N/A
ELV
Elevance Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
428
$352.19 - $401.9 $151K - $172K
Cerecor Inc
Q2 2021 Filed on Aug 16, 2021
32
N/A
CDW
Cdw Corp

Technology
Q2 2021 Filed on Aug 16, 2021
229
$163.48 - $184.01 $37.4K - $42.1K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
28
$25.79 - $42.11 $722 - $1.18K
ADSK
Autodesk, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
768
$269.54 - $300.16 $207K - $231K
ALL
Allstate Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
779
$116.03 - $139.26 $90.4K - $108K
ACB
Aurora Cannabis Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
166
$6.86 - $10.23 $1.14K - $1.7K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
5,990
$29.54 - $33.71 $177K - $202K
Brookfield Infrastructure CO
Q2 2021 Filed on Aug 16, 2021
141
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2021 Filed on Aug 16, 2021
528
$35.11 - $37.17 $18.5K - $19.6K
FNGS
Bank Of Montreal

ETFs
Q2 2021 Filed on Aug 16, 2021
400
$27.05 - $32.01 $10.8K - $12.8K
APH
Amphenol Corp

Technology
Q2 2021 Filed on Aug 16, 2021
1,252
$64.17 - $69.16 $80.3K - $86.6K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Aug 16, 2021
405
$225.2 - $270.07 $91.2K - $109K
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 16, 2021
2,703
$19.51 - $26.31 $52.7K - $71.1K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
464
$134.37 - $159.75 $62.3K - $74.1K
EQIX
Equinix Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
99
$678.0 - $823.99 $67.1K - $81.6K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
866
$45.53 - $53.55 $39.4K - $46.4K
VIAV
Viavi Solutions Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
1,800
$15.78 - $17.94 $28.4K - $32.3K
AVLR
Avalara, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
929
$120.91 - $165.49 $112K - $154K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
153
$24.84 - $26.25 $3.8K - $4.02K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2021 Filed on Aug 16, 2021
596
$65.41 - $72.99 $39K - $43.5K
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
54
$20.07 - $25.82 $1.08K - $1.39K
AMGN
Amgen Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
234
$233.58 - $259.14 $54.7K - $60.6K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2021 Filed on Aug 16, 2021
1,830
$17.03 - $20.24 $31.2K - $37K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Aug 16, 2021
1,395
$88.95 - $99.26 $124K - $138K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
35
$130.1 - $146.72 $4.55K - $5.14K
APPS
Digital Turbine, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
275
$56.77 - $88.67 $15.6K - $24.4K
WFC
Wells Fargo & Company

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,550
$39.48 - $47.9 $61.2K - $74.2K
GNL
Global Net Lease, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
994
$16.11 - $19.05 $16K - $18.9K
EAR
Eargo, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
1,006
$42.5 - $75.37 $42.8K - $75.8K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
205
$86.23 - $125.19 $17.7K - $25.7K
Brookfield Property Partrs L
Q1 2021 Filed on May 13, 2021
108
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 13, 2021
1
$129.36 - $173.99 $129 - $174
BNTX
Bio N Tech Se

Healthcare
Q1 2021 Filed on May 13, 2021
0
$85.73 - $119.5 $0 - $0
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
1
$10.17 - $18.79 $10.2 - $18.8
AGNC
Agnc Investment Corp.

Real Estate
Q1 2021 Filed on May 13, 2021
195
$15.31 - $17.02 $2.99K - $3.32K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on May 13, 2021
600
$116.64 - $192.08 $70K - $115K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on May 13, 2021
103
$235.34 - $285.92 $24.2K - $29.4K
Vistra Corp
Q1 2021 Filed on May 13, 2021
181
N/A
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
168
$203.97 - $339.91 $34.3K - $57.1K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 13, 2021
1,790
$31.23 - $31.41 $55.9K - $56.2K
NICE
Nice Ltd.

Technology
Q1 2021 Filed on May 13, 2021
110
$216.32 - $279.38 $23.8K - $30.7K
TOLZ
Dj Brookfield Global

ETFs
Q1 2021 Filed on May 13, 2021
400
$40.73 - $43.74 $16.3K - $17.5K
Qiwi PLC
Q1 2021 Filed on May 13, 2021
364
N/A
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