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Liberty Wealth Management’s Rollins ROL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-405
Closed -$15K – 896
2021
Q3 		$15K Buy
405
+379
+1,458% +$14.2K 0.01% 724
2021
Q2 		$1K Buy
+26
New +$908 ﹤0.01% 1028
2019
Q1 		– Sell
-159
Closed -$3K – 830
2018
Q4 		$3K Buy
+159
New +$4.11K ﹤0.01% 641

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

Liberty Wealth Management's ROL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Rollins (ROL) in Q4 2021, closing a stake of 405 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in ROL in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 481 funds tracked by Wall St. Rank hold ROL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Rollins position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 405 Rollins shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Rollins in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Rollins position peaked at $15K in Q3 2021.
  • 481 funds tracked by Wall St. Rank held Rollins as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.