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CFM Wealth Partners’s Rollins ROL Stock Holding History

CFM Wealth Partners’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,400
Closed -$226K – 188
2021
Q3 		$226K Hold
6,400
– – 0.06% 169
2021
Q2 		$219K Buy
6,400
+5
+0.1% +$175 0.06% 164
2021
Q1 		$220K Sell
6,395
-506
-7% -$18.1K 0.07% 159
2020
Q4 		$270K Sell
6,901
-140
-2% -$5.42K 0.09% 124
2020
Q3 		$254K Hold
7,041
– – 0.09% 123
2020
Q2 		$198K Sell
7,041
-476
-6% -$12.7K 0.08% 147
2020
Q1 		$181K Hold
7,517
– – 0.08% 136
2019
Q4 		$179K Buy
+7,517
New +$178K 0.07% 155

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CFM Wealth Partners's ROL Position: Q4 2021 in Review

CFM Wealth Partners sold out of Rollins (ROL) in Q4 2021, closing a stake of 6,400 shares — an estimated $226K sold.

CFM Wealth Partners first reported a position in ROL in Q4 2019 and held it in 8 quarters. The position peaked at $270K in Q4 2020. 481 funds tracked by Wall St. Rank hold ROL as of Q4 2021.

  • CFM Wealth Partners reported no remaining Rollins position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 6,400 Rollins shares in Q4 2021, an estimated $226K.
  • CFM Wealth Partners first reported a position in Rollins in Q4 2019 and held it in 8 quarters.
  • CFM Wealth Partners's Rollins position peaked at $270K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Rollins as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.