Ropes Wealth Advisors’s Corelogic, Inc. CLGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-438	Closed	-$30K	–	950
2020 Q3	$30K	Buy	+438	New	+$29.5K	0.01%	385

Other funds holding CLGX

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

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

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

Ropes Wealth Advisors's CLGX Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Corelogic, Inc. (CLGX) in Q4 2020, closing a stake of 438 shares — an estimated $30K sold.

Ropes Wealth Advisors first reported a position in CLGX in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 323 funds tracked by Wall St. Rank hold CLGX as of Q4 2020.

Ropes Wealth Advisors reported no remaining Corelogic, Inc. position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 438 Corelogic, Inc. shares in Q4 2020, an estimated $30K.
Ropes Wealth Advisors first reported a position in Corelogic, Inc. in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Corelogic, Inc. position peaked at $30K in Q3 2020.
323 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.