RWA
JLL icon

Ropes Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Ropes Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-118
Closed -$11K – 858
2020
Q3 		$11K Hold
118
– – ﹤0.01% 505
2020
Q2 		$12K Hold
118
– – ﹤0.01% 434
2020
Q1 		$12K Hold
118
– – ﹤0.01% 408
2019
Q4 		$21K Sell
118
-79
-40% -$12.4K ﹤0.01% 413
2019
Q3 		$27K Sell
197
-28
-12% -$3.88K 0.01% 399
2019
Q2 		$32K Hold
225
– – 0.01% 379
2019
Q1 		$35K Buy
+225
New +$33.8K 0.01% 366

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Ropes Wealth Advisors's JLL Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q4 2020, closing a stake of 118 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in JLL in Q1 2019 and held it in 7 quarters. The position peaked at $35K in Q1 2019. 360 funds tracked by Wall St. Rank hold JLL as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 118 Jones Lang LaSalle shares in Q4 2020, an estimated $11K.
  • Ropes Wealth Advisors first reported a position in Jones Lang LaSalle in Q1 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's Jones Lang LaSalle position peaked at $35K in Q1 2019.
  • 360 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.