CA
ROL icon

Crewe Advisors’s Rollins ROL Stock Holding History

Crewe Advisors’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
2026
Q1 		$29.1K Hold
545
– – ﹤0.01% 444
2025
Q4 		$32.7K Hold
545
– – ﹤0.01% 406
2025
Q3 		$32K Buy
+545
New +$31K ﹤0.01% 425
2024
Q4 		– Sell
-179
Closed -$9.05K – 774
2024
Q3 		$9.05K Hold
179
– – ﹤0.01% 510
2024
Q2 		$8.73K Hold
179
– – ﹤0.01% 720
2024
Q1 		$8.28K Buy
+179
New +$7.89K ﹤0.01% 648
2022
Q4 		– Sell
-26
Closed -$1K – 1221
2022
Q3 		$1K Buy
+26
New +$938 ﹤0.01% 1188

Other funds holding ROL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return