Ropes Wealth Advisors’s Ball Corp BALL Stock Holding History

Ropes Wealth Advisors’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$37K	–	294
2020 Q4	$37K	Hold	400	–	–	0.01%	420
2020 Q3	$33K	Hold	400	–	–	0.01%	373
2020 Q2	$28K	Hold	400	–	–	0.01%	363
2020 Q1	$26K	Hold	400	–	–	0.01%	342
2019 Q4	$26K	Hold	400	–	–	0.01%	389
2019 Q3	$29K	Buy	+400	New	+$29.8K	0.01%	387

Other funds holding BALL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Ropes Wealth Advisors's BALL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Ball Corp (BALL) in Q1 2021, closing a stake of 400 shares — an estimated $37K sold.

Ropes Wealth Advisors first reported a position in BALL in Q3 2019 and held it in 6 quarters. The position peaked at $37K in Q4 2020. 719 funds tracked by Wall St. Rank hold BALL as of Q1 2021.

Ropes Wealth Advisors reported no remaining Ball Corp position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 400 Ball Corp shares in Q1 2021, an estimated $37K.
Ropes Wealth Advisors first reported a position in Ball Corp in Q3 2019 and held it in 6 quarters.
Ropes Wealth Advisors's Ball Corp position peaked at $37K in Q4 2020.
719 funds tracked by Wall St. Rank held Ball Corp as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.