Ropes Wealth Advisors’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$371K	Hold	19,910	–	–	0.07%	189
2023 Q2	$410K	Hold	19,910	–	–	0.07%	195
2023 Q1	$409K	Hold	19,910	–	–	0.07%	187
2022 Q4	$401K	Buy	+19,910	New	+$399K	0.07%	187

Other funds holding FPRO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

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

Ropes Wealth Advisors held its Fidelity Real Estate Investment ETF (FPRO) position steady in Q3 2023 at 19,910 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #189.

Ropes Wealth Advisors first reported a position in FPRO in Q4 2022 and has held it in 4 quarters since. The position peaked at $410K in Q2 2023. 8 funds tracked by Wall St. Rank hold FPRO as of Q3 2023.

Ropes Wealth Advisors held 19,910 shares of Fidelity Real Estate Investment ETF worth $371K as of Q3 2023.
Ropes Wealth Advisors left its Fidelity Real Estate Investment ETF share count unchanged in Q3 2023.
Fidelity Real Estate Investment ETF made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #189 holding.
Ropes Wealth Advisors first reported a position in Fidelity Real Estate Investment ETF in Q4 2022 and has held it in 4 quarters since.
Ropes Wealth Advisors's Fidelity Real Estate Investment ETF position peaked at $410K in Q2 2023.
8 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q3 2023.

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