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Ropes Wealth Advisors’s Element Solutions ESI Stock Holding History

Ropes Wealth Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-101
Closed -$2K – 420
2020
Q4 		$2K Buy
+101
New +$1.4K ﹤0.01% 640

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Element Solutions (ESI) in Q1 2021, closing a stake of 101 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in ESI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 243 funds tracked by Wall St. Rank hold ESI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Element Solutions position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 101 Element Solutions shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Element Solutions in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Element Solutions position peaked at $2K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Element Solutions as of Q1 2021.

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