Ropes Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-36	Closed	-$1K	–	337
2020 Q4	$1K	Buy	+36	New	+$708	﹤0.01%	702

Other funds holding CHEF

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Chefs' Warehouse (CHEF) in Q1 2021, closing a stake of 36 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in CHEF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 156 funds tracked by Wall St. Rank hold CHEF as of Q1 2021.

Ropes Wealth Advisors reported no remaining Chefs' Warehouse position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 36 Chefs' Warehouse shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Chefs' Warehouse in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Chefs' Warehouse position peaked at $1K in Q4 2020.
156 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2021.

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