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Robertson Stephens Wealth Management’s Rollins ROL Stock Holding History

Robertson Stephens 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
Q4 		– Sell
-7,369
Closed -$373K – 628
2024
Q3 		$373K Buy
+7,369
New +$364K 0.01% 481

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robertson Stephens Wealth Management's ROL Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Rollins (ROL) in Q4 2024, closing a stake of 7,369 shares — an estimated $373K sold.

Robertson Stephens Wealth Management first reported a position in ROL in Q3 2024 and held it in 1 quarter. The position peaked at $373K in Q3 2024. 700 funds tracked by Wall St. Rank hold ROL as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Rollins position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 7,369 Rollins shares in Q4 2024, an estimated $373K.
  • Robertson Stephens Wealth Management first reported a position in Rollins in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Rollins position peaked at $373K in Q3 2024.
  • 700 funds tracked by Wall St. Rank held Rollins as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.