Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
166
$31.86 - $38.6 $5.29K - $6.41K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$74.47 - $87.19 $7.45K - $8.72K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 16, 2021
500
N/A
ATO
Atmos Energy Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
69
$96.11 - $104.59 $6.63K - $7.22K
BLI
Berkeley Lights, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
10
$36.4 - $52.99 $364 - $530
CPNG
Coupang, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
135
$32.04 - $47.31 $4.33K - $6.39K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,182
$13.68 - $14.2 $16.2K - $16.8K
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2021 Filed on Aug 16, 2021
237
$100.84 - $161.89 $23.9K - $38.4K
DAN
Dana Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
502
$22.96 - $28.01 $11.5K - $14.1K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
800
$42.87 - $51.65 $34.3K - $41.3K
DEO
Diageo PLC

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
7
$167.44 - $195.76 $1.17K - $1.37K
DFS
Discover Financial Services

Financial Services
Q2 2021 Filed on Aug 16, 2021
89
$96.8 - $124.19 $8.62K - $11.1K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
800
$27.33 - $37.08 $21.9K - $29.7K
Discovery Inc
Q2 2021 Filed on Aug 16, 2021
267
N/A
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
175
$26.94 - $31.12 $4.71K - $5.45K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
837
$55.79 - $70.49 $46.7K - $59K
ENR
Energizer Holdings, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
103
$42.2 - $50.64 $4.35K - $5.22K
ETR
Entergy Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
1,081
$99.64 - $109.29 $108K - $118K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
590
$54.96 - $61.83 $32.4K - $36.5K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Aug 16, 2021
1,891
$24.07 - $27.84 $45.5K - $52.6K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q2 2021 Filed on Aug 16, 2021
111
$34.42 - $38.05 $3.82K - $4.22K
COUP
Coupa Software Inc

Technology
Q2 2021 Filed on Aug 16, 2021
85
$217.36 - $279.31 $18.5K - $23.7K
CPRT
Copart Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
58
$112.61 - $133.61 $6.53K - $7.75K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
4
$259.0 - $414.71 $1.04K - $1.66K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
22
$43.52 - $49.42 $957 - $1.09K
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
166
$154.37 - $165.63 $25.6K - $27.5K
BMBL
Bumble Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
68
$39.56 - $63.99 $2.69K - $4.35K
BFLY
Butterfly Network, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
55
$9.45 - $17.2 $520 - $946
CPB
Campbell Soup CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
20
$45.2 - $50.55 $904 - $1.01K
CAN
Canaan Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
100
$7.41 - $22.0 $741 - $2.2K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
473
$49.38 - $59.5 $23.4K - $28.1K
CG
Carlyle Group Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
156
$37.3 - $46.98 $5.82K - $7.33K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
15
$223.87 - $314.73 $3.36K - $4.72K
Casi Pharmaceuticals Inc
Q2 2021 Filed on Aug 16, 2021
18
N/A
CHE
Chemed Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
275
$459.25 - $502.91 $126K - $138K
CC
Chemours CO

Basic Materials
Q2 2021 Filed on Aug 16, 2021
101
$27.43 - $37.88 $2.77K - $3.83K
Churchill Capital Corp Iv
Q2 2021 Filed on Aug 16, 2021
1,085
N/A
Cloudera Inc
Q2 2021 Filed on Aug 16, 2021
1,390
N/A
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
75
$66.65 - $107.6 $5K - $8.07K
BVN
Buenaventura Mining CO Inc

Basic Materials
Q2 2021 Filed on Aug 16, 2021
167
$8.8 - $12.27 $1.47K - $2.05K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
231
$93.66 - $139.27 $21.6K - $32.2K
VLY
Valley National Bancorp

Financial Services
Q2 2021 Filed on Aug 16, 2021
785
$12.91 - $14.63 $10.1K - $11.5K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Aug 16, 2021
126
$110.51 - $117.85 $13.9K - $14.8K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2021 Filed on Aug 16, 2021
170
$122.71 - $133.56 $20.9K - $22.7K
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
100
$76.9 - $83.42 $7.69K - $8.34K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
122
$71.8 - $99.25 $8.76K - $12.1K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
1,360
$18.69 - $19.29 $25.4K - $26.2K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2021 Filed on Aug 16, 2021
1,000
$26.8 - $27.43 $26.8K - $27.4K
ILMN
Illumina, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
55
$372.84 - $481.5 $20.5K - $26.5K
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