Ropes Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9	Closed	-$1K	–	322
2020 Q4	$1K	Buy	+9	New	+$1.16K	﹤0.01%	697

Other funds holding CBRL

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

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

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Cracker Barrel (CBRL) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in CBRL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 332 funds tracked by Wall St. Rank hold CBRL as of Q1 2021.

Ropes Wealth Advisors reported no remaining Cracker Barrel position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 9 Cracker Barrel shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Cracker Barrel in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Cracker Barrel position peaked at $1K in Q4 2020.
332 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2021.

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