Ropes Wealth Advisors’s Chemed CHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4	Closed	-$2K	–	336
2020 Q4	$2K	Buy	+4	New	+$1.97K	﹤0.01%	632
2015 Q4	–	Sell	-730	Closed	-$97K	–	477
2015 Q3	$97K	Buy	+730	New	+$102K	0.05%	200

Other funds holding CHE

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Chemed (CHE) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in CHE in Q3 2015 and held it in 2 quarters. The position peaked at $97K in Q3 2015. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Ropes Wealth Advisors reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 4 Chemed shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Chemed in Q3 2015 and held it in 2 quarters.
Ropes Wealth Advisors's Chemed position peaked at $97K in Q3 2015.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

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