Ropes Wealth Advisors’s Domino's DPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$232K	Buy	613 +5	+0.8%	+$1.92K	0.05%	239
2023 Q2	$205K	Buy	+608	New	+$192K	0.03%	270
2023 Q1	–	Sell	-610	Closed	-$211K	–	262
2022 Q4	$211K	Buy	+610	New	+$213K	0.04%	259
2022 Q3	–	Sell	-585	Closed	-$228K	–	265
2022 Q2	$228K	Buy	585 +4	+0.7%	+$1.48K	0.05%	242
2022 Q1	$236K	Buy	581 +4	+0.7%	+$1.74K	0.04%	265
2021 Q4	$326K	Hold	577	–	–	0.06%	212
2021 Q3	$275K	Hold	577	–	–	0.04%	240
2021 Q2	$269K	Hold	577	–	–	0.04%	237
2021 Q1	$244K	Buy	577 +315	+120%	+$116K	0.04%	224
2020 Q4	$100K	Hold	262	–	–	0.02%	312
2020 Q3	$111K	Buy	+262	New	+$104K	0.02%	260

Other funds holding DPZ

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Ropes Wealth Advisors's DPZ Position: Q3 2023 in Review

Ropes Wealth Advisors increased its Domino's (DPZ) stake by 0.82% in Q3 2023, buying an estimated $1.92K and bringing the position to 613 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #239.

Ropes Wealth Advisors first reported a position in DPZ in Q3 2020 and has held it in 11 quarters since. The position peaked at $326K in Q4 2021. 608 funds tracked by Wall St. Rank hold DPZ as of Q3 2023.

Ropes Wealth Advisors held 613 shares of Domino's worth $232K as of Q3 2023.
Ropes Wealth Advisors bought 5 Domino's shares in Q3 2023, an estimated $1.92K.
Domino's made up 0.05% of Ropes Wealth Advisors's portfolio in Q3 2023, its #239 holding.
Ropes Wealth Advisors first reported a position in Domino's in Q3 2020 and has held it in 11 quarters since.
Ropes Wealth Advisors's Domino's position peaked at $326K in Q4 2021.
608 funds tracked by Wall St. Rank held Domino's as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.