Rmr Wealth Builders Closed Holding Positions

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
423
$132.71 - $192.38 $56.1K - $81.4K
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 16, 2021
2,703
$19.51 - $26.31 $52.7K - $71.1K
TT
Trane Technologies PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
1,020
$165.44 - $187.54 $169K - $191K
VB
Vanguard Small Cap ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
20
$211.77 - $228.05 $4.24K - $4.56K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
5,990
$29.54 - $33.71 $177K - $202K
PSO
Pearson PLC

Communication Services
Q2 2021 Filed on Aug 16, 2021
2,703
$10.74 - $12.33 $29K - $33.3K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Aug 16, 2021
100
$63.11 - $77.09 $6.31K - $7.71K
DOX
Amdocs LTD

Technology
Q2 2021 Filed on Aug 16, 2021
802
$72.13 - $80.84 $57.8K - $64.8K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
145
$156.91 - $173.97 $22.8K - $25.2K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Aug 16, 2021
32,904
$50.71 - $50.77 $1.67M - $1.67M
A
Agilent Technologies, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
326
$127.69 - $148.81 $41.6K - $48.5K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
1,183
$88.69 - $99.18 $105K - $117K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
255
$132.5 - $190.03 $33.8K - $48.5K
AYX
Alteryx, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
45
$74.91 - $89.41 $3.37K - $4.02K
Apollo Global Mgmt Inc
Q2 2021 Filed on Aug 16, 2021
220
N/A
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2021 Filed on Aug 16, 2021
72
$37.12 - $40.79 $2.67K - $2.94K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 16, 2021
1,449
$99.48 - $130.88 $144K - $190K
BAX
Baxter International Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
220
$80.5 - $88.01 $17.7K - $19.4K
TPTX
Turning Point Therapeutics, Inc.
Q2 2021 Filed on Aug 16, 2021
33
$62.93 - $90.59 $2.08K - $2.99K
ADNT
Adient PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
68
$41.04 - $52.93 $2.79K - $3.6K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
309
$288.49 - $394.73 $89.1K - $122K
Advaxis Inc
Q2 2021 Filed on Aug 16, 2021
1,320
N/A
AMCR
Amcor PLC

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
3,344
$11.36 - $12.49 $38K - $41.8K
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2021 Filed on Aug 16, 2021
58
N/A
ALKS
Alkermes Plc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
597
$18.78 - $25.15 $11.2K - $15K
ALC
Alcon Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
53
$66.27 - $76.21 $3.51K - $4.04K
ALB
Albemarle Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
104
$143.7 - $176.01 $14.9K - $18.3K
Alaska Communications Sys Gr
Q2 2021 Filed on Aug 16, 2021
625
N/A
AER
Aer Cap Holdings N.V.

Industrials
Q2 2021 Filed on Aug 16, 2021
871
$51.21 - $61.38 $44.6K - $53.5K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
60
$39.25 - $66.1 $2.36K - $3.97K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
27
$166.46 - $180.76 $4.49K - $4.88K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2021 Filed on Aug 16, 2021
130
$101.6 - $107.95 $13.2K - $14K
ABB
Abb LTD

Industrials
Q2 2021 Filed on Aug 16, 2021
1,316
$30.66 - $35.17 $40.3K - $46.3K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
100
$576.64 - $649.04 $57.7K - $64.9K
FNGS
Bank Of Montreal

ETFs
Q2 2021 Filed on Aug 16, 2021
400
$27.05 - $32.01 $10.8K - $12.8K
DELL
Dell Technologies Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
67
$45.15 - $52.7 $3.03K - $3.53K
Cyrusone Inc
Q2 2021 Filed on Aug 16, 2021
1,786
N/A
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
15
$174.46 - $200.24 $2.62K - $3K
EQIX
Equinix Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
99
$678.0 - $823.99 $67.1K - $81.6K
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
857
$42.71 - $49.79 $36.6K - $42.7K
CNOB
Connect One Bancorp, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
783
$24.67 - $28.5 $19.3K - $22.3K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2021 Filed on Aug 16, 2021
596
$65.41 - $72.99 $39K - $43.5K
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
503
$35.27 - $38.92 $17.7K - $19.6K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
811
$67.35 - $76.9 $54.6K - $62.4K
FLS
Flowserve Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
227
$38.96 - $44.31 $8.84K - $10.1K
APPS
Digital Turbine, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
275
$56.77 - $88.67 $15.6K - $24.4K
DRI
Darden Restaurants Inc

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

Real Estate
Q2 2021 Filed on Aug 16, 2021
193
$141.26 - $163.94 $27.3K - $31.6K
BIP
Brookfield Infrastructure Partners L.P.

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