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Motive Wealth Advisors’s Rollins ROL Stock Holding History

Motive Wealth 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
2022
Q3 		– Sell
-9,449
Closed -$330K – 74
2022
Q2 		$330K Buy
+9,449
New +$324K 0.26% 56
2021
Q3 		– Sell
-6,069
Closed -$208K – 78
2021
Q2 		$208K Buy
+6,069
New +$212K 0.15% 73

Other funds holding ROL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Motive Wealth Advisors's ROL Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Rollins (ROL) in Q3 2022, closing a stake of 9,449 shares — an estimated $330K sold.

Motive Wealth Advisors first reported a position in ROL in Q2 2021 and held it in 2 quarters. The position peaked at $330K in Q2 2022. 502 funds tracked by Wall St. Rank hold ROL as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Rollins position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 9,449 Rollins shares in Q3 2022, an estimated $330K.
  • Motive Wealth Advisors first reported a position in Rollins in Q2 2021 and held it in 2 quarters.
  • Motive Wealth Advisors's Rollins position peaked at $330K in Q2 2022.
  • 502 funds tracked by Wall St. Rank held Rollins as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.