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Cherry Tree Wealth Management’s Rollins ROL Stock Holding History

Cherry Tree Wealth Management’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
2024
Q1 		– Sell
-124
Closed -$5.42K – 620
2023
Q4 		$5.42K Hold
124
– – ﹤0.01% 423
2023
Q3 		$4.63K Hold
124
– – ﹤0.01% 409
2023
Q2 		$5.31K Buy
+124
New +$5.04K ﹤0.01% 392

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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cherry Tree Wealth Management's ROL Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Rollins (ROL) in Q1 2024, closing a stake of 124 shares — an estimated $5.42K sold.

Cherry Tree Wealth Management first reported a position in ROL in Q2 2023 and held it in 3 quarters. The position peaked at $5.42K in Q4 2023. 617 funds tracked by Wall St. Rank hold ROL as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Rollins position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 124 Rollins shares in Q1 2024, an estimated $5.42K.
  • Cherry Tree Wealth Management first reported a position in Rollins in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Rollins position peaked at $5.42K in Q4 2023.
  • 617 funds tracked by Wall St. Rank held Rollins as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.