Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KMI
Kinder Morgan, Inc.

Energy
Q2 2021 Filed on Aug 16, 2021
829
$16.36 - $19.14 $13.6K - $15.9K
Kirkland Lake Gold LTD
Q2 2021 Filed on Aug 16, 2021
102
N/A
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
309
$198.06 - $246.77 $61.2K - $76.3K
KEP
Korea Electric Power Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
596
$10.39 - $12.18 $6.19K - $7.26K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
200
$40.03 - $44.52 $8.01K - $8.9K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2021 Filed on Aug 16, 2021
864
$66.17 - $79.75 $57.2K - $68.9K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
669
$16.3 - $21.21 $10.9K - $14.2K
MET
Metlife Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
354
$58.3 - $67.16 $20.6K - $23.8K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
696
$132.75 - $155.13 $92.4K - $108K
PAGS
Pag Seguro Digital Ltd.

Technology
Q2 2021 Filed on Aug 16, 2021
800
$38.54 - $56.43 $30.8K - $45.1K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
525
$29.47 - $33.2 $15.5K - $17.4K
PNR
Pentair PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
350
$60.81 - $70.68 $21.3K - $24.7K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q2 2021 Filed on Aug 16, 2021
58
$8.1 - $12.23 $470 - $709
PSX
Phillips 66

Energy
Q2 2021 Filed on Aug 16, 2021
1,648
$74.95 - $92.56 $124K - $153K
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
5,888
$28.0 - $29.6 $165K - $174K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2021 Filed on Aug 16, 2021
744
$101.67 - $101.97 $75.6K - $75.9K
PAA
Plains All American Pipeline LP

Energy
Q2 2021 Filed on Aug 16, 2021
400
$8.91 - $12.28 $3.56K - $4.91K
IX
Orix Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
140
$79.91 - $91.26 $11.2K - $12.8K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
2,300
$8.34 - $14.59 $19.2K - $33.6K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2021 Filed on Aug 16, 2021
83
$28.62 - $32.38 $2.38K - $2.69K
COOP
Mr. Cooper Group Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
4
$31.36 - $34.73 $125 - $139
NGG
National Grid PLC

Utilities
Q2 2021 Filed on Aug 16, 2021
7
$59.64 - $68.16 $417 - $477
NKTR
Nektar Therapeutics

Healthcare
Q2 2021 Filed on Aug 16, 2021
67
$16.52 - $20.4 $1.11K - $1.37K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
4,201
$10.97 - $12.74 $46.1K - $53.5K
INFY
Infosys LTD

Technology
Q2 2021 Filed on Aug 16, 2021
3,470
$17.31 - $21.45 $60.1K - $74.4K
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
155
$322.24 - $377.51 $49.9K - $58.5K
NVS
Novartis Ag

Healthcare
Q2 2021 Filed on Aug 16, 2021
455
$85.24 - $94.15 $38.8K - $42.8K
ICLR
Icon PLC

Healthcare
Q2 2021 Filed on Aug 16, 2021
372
$194.07 - $232.2 $72.2K - $86.4K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
11
$203.89 - $222.66 $2.24K - $2.45K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2021 Filed on Aug 16, 2021
70
$182.78 - $214.7 $12.8K - $15K
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
1,178
$27.61 - $29.5 $32.5K - $34.8K
EVC
Entravision Communications Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
109
$3.71 - $6.68 $404 - $728
SRE
Sempra Energy

Utilities
Q2 2021 Filed on Aug 16, 2021
1,104
$131.8 - $144.06 $146K - $159K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
28
$25.79 - $42.11 $722 - $1.18K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
4,632
$8.66 - $9.54 $40.1K - $44.2K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
464
$134.37 - $159.75 $62.3K - $74.1K
ELV
Elevance Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
428
$352.19 - $401.9 $151K - $172K
ES
Eversource Energy

Utilities
Q2 2021 Filed on Aug 16, 2021
2,039
$78.74 - $90.58 $161K - $185K
AMGN
Amgen Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
234
$233.58 - $259.14 $54.7K - $60.6K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
866
$45.53 - $53.55 $39.4K - $46.4K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
153
$24.84 - $26.25 $3.8K - $4.02K
Ishares Gold Tr
Q2 2021 Filed on Aug 16, 2021
325
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
54
$20.07 - $25.82 $1.08K - $1.39K
ADSK
Autodesk, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
768
$269.54 - $300.16 $207K - $231K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
1,405
$77.63 - $85.55 $109K - $120K
ADP
Automatic Data Processing Inc

Industrials
Q2 2021 Filed on Aug 16, 2021
437
$185.81 - $200.06 $81.2K - $87.4K
BHP
Bhp Group LTD

Basic Materials
Q2 2021 Filed on Aug 16, 2021
659
$61.14 - $72.11 $40.3K - $47.5K
GOLD
Barrick Gold Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
1,605
$20.37 - $25.27 $32.7K - $40.6K
TAL
Tal Education Group

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
320
$20.62 - $63.0 $6.6K - $20.2K
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