Ropes Wealth Advisors’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-26	Closed	-$1K	–	320
2020 Q4	$1K	Buy	+26	New	+$914	﹤0.01%	696

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Ropes Wealth Advisors sold out of Avis (CAR) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in CAR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 243 funds tracked by Wall St. Rank hold CAR as of Q1 2021.

Ropes Wealth Advisors reported no remaining Avis position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 26 Avis shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Avis in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Avis position peaked at $1K in Q4 2020.
243 funds tracked by Wall St. Rank held Avis as of Q1 2021.

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