Ropes Wealth Advisors’s Healthcare Realty HR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-29,000	Closed	-$909K	–	278
2022 Q1	$909K	Buy	+29,000	New	+$913K	0.16%	131

Other funds holding HR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ropes Wealth Advisors's HR Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Healthcare Realty (HR) in Q2 2022, closing a stake of 29,000 shares — an estimated $909K sold.

Ropes Wealth Advisors first reported a position in HR in Q1 2022 and held it in 1 quarter. The position peaked at $909K in Q1 2022. 382 funds tracked by Wall St. Rank hold HR as of Q2 2022.

Ropes Wealth Advisors reported no remaining Healthcare Realty position as of Q2 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 29,000 Healthcare Realty shares in Q2 2022, an estimated $909K.
Ropes Wealth Advisors first reported a position in Healthcare Realty in Q1 2022 and held it in 1 quarter.
Ropes Wealth Advisors's Healthcare Realty position peaked at $909K in Q1 2022.
382 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.