Ropes Wealth Advisors’s Hingham Institution for Saving HIFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-775	Closed	-$214K	–	266
2022 Q4	$214K	Buy	+775	New	+$204K	0.04%	258
2022 Q3	–	Sell	-775	Closed	-$220K	–	268
2022 Q2	$220K	Hold	775	–	–	0.05%	248
2022 Q1	$266K	Hold	775	–	–	0.05%	251
2021 Q4	$325K	Hold	775	–	–	0.06%	213
2021 Q3	$261K	Hold	775	–	–	0.04%	245
2021 Q2	$225K	Sell	775 -70	-8%	-$20.6K	0.04%	247
2021 Q1	$253K	Hold	845	–	–	0.04%	220
2020 Q4	$183K	Sell	845 -105	-11%	-$22.4K	0.03%	238
2020 Q3	$175K	Hold	950	–	–	0.03%	213
2020 Q2	$159K	Hold	950	–	–	0.03%	207
2020 Q1	$138K	Hold	950	–	–	0.03%	201
2019 Q4	$200K	Hold	950	–	–	0.04%	212
2019 Q3	$180K	Hold	950	–	–	0.04%	224
2019 Q2	$188K	Hold	950	–	–	0.04%	224
2019 Q1	$163K	Hold	950	–	–	0.04%	235
2018 Q4	$188K	Hold	950	–	–	0.05%	212
2018 Q3	$209K	Hold	950	–	–	0.05%	224
2018 Q2	$209K	Hold	950	–	–	0.06%	221
2018 Q1	$196K	Hold	950	–	–	0.05%	217
2017 Q4	$197K	Hold	950	–	–	0.05%	216
2017 Q3	$181K	Sell	950 -550	-37%	-$100K	0.05%	222
2017 Q2	$273K	Hold	1,500	–	–	0.08%	190
2017 Q1	$265K	Hold	1,500	–	–	0.08%	195
2016 Q4	$295K	Hold	1,500	–	–	0.09%	171
2016 Q3	$208K	Hold	1,500	–	–	0.07%	192
2016 Q2	$184K	Hold	1,500	–	–	0.06%	189
2016 Q1	$179K	Hold	1,500	–	–	0.08%	152
2015 Q4	$180K	Hold	1,500	–	–	0.08%	159
2015 Q3	$174K	Hold	1,500	–	–	0.09%	140
2015 Q2	$173K	Hold	1,500	–	–	0.09%	130
2015 Q1	$149K	Buy	+1,500	New	+$139K	0.08%	144

Other funds holding HIFS

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's HIFS Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of Hingham Institution for Saving (HIFS) in Q1 2023, closing a stake of 775 shares — an estimated $214K sold.

Ropes Wealth Advisors first reported a position in HIFS in Q1 2015 and held it in 31 quarters. The position peaked at $325K in Q4 2021. 91 funds tracked by Wall St. Rank hold HIFS as of Q1 2023.

Ropes Wealth Advisors reported no remaining Hingham Institution for Saving position as of Q1 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 775 Hingham Institution for Saving shares in Q1 2023, an estimated $214K.
Ropes Wealth Advisors first reported a position in Hingham Institution for Saving in Q1 2015 and held it in 31 quarters.
Ropes Wealth Advisors's Hingham Institution for Saving position peaked at $325K in Q4 2021.
91 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.