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Ropes Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Ropes Wealth Advisors’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$3K – 395
2020
Q4 		$3K Buy
+200
New +$2.84K ﹤0.01% 601

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Eastern Bankshares (EBC) in Q1 2021, closing a stake of 200 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in EBC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 150 funds tracked by Wall St. Rank hold EBC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Eastern Bankshares position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 200 Eastern Bankshares shares in Q1 2021, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Eastern Bankshares position peaked at $3K in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2021.

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