Delap Wealth Advisory’s Rollins ROL Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-6,138	Closed	-$284K	–	253
2024 Q1	$284K	Buy	+6,138	New	+$271K	0.11%	167

Other funds holding ROL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's ROL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Rollins (ROL) in Q2 2024, closing a stake of 6,138 shares — an estimated $284K sold.

Delap Wealth Advisory first reported a position in ROL in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 631 funds tracked by Wall St. Rank hold ROL as of Q2 2024.

Delap Wealth Advisory reported no remaining Rollins position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 6,138 Rollins shares in Q2 2024, an estimated $284K.
Delap Wealth Advisory first reported a position in Rollins in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Rollins position peaked at $284K in Q1 2024.
631 funds tracked by Wall St. Rank held Rollins as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.