Ropes Wealth Advisors’s Keysight KEYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16	Closed	-$2K	–	528
2020 Q4	$2K	Buy	+16	New	+$1.84K	﹤0.01%	648
2020 Q2	–	Sell	-26	Closed	-$2K	–	588
2020 Q1	$2K	Buy	+26	New	+$2.47K	﹤0.01%	497
2018 Q4	–	Sell	-28	Closed	-$2K	–	522
2018 Q3	$2K	Hold	28	–	–	﹤0.01%	511
2018 Q2	$2K	Hold	28	–	–	﹤0.01%	540
2018 Q1	$1K	Buy	+28	New	+$1.34K	﹤0.01%	564
2017 Q2	–	Sell	-305	Closed	-$11K	–	548
2017 Q1	$11K	Hold	305	–	–	﹤0.01%	445
2016 Q4	$11K	Hold	305	–	–	﹤0.01%	443
2016 Q3	$10K	Hold	305	–	–	﹤0.01%	412
2016 Q2	$9K	Hold	305	–	–	﹤0.01%	373
2016 Q1	$8K	Hold	305	–	–	﹤0.01%	340
2015 Q4	$9K	Hold	305	–	–	﹤0.01%	346
2015 Q3	$9K	Hold	305	–	–	﹤0.01%	347
2015 Q2	$10K	Hold	305	–	–	0.01%	255
2015 Q1	$11K	Buy	+305	New	+$11K	0.01%	254

Other funds holding KEYS

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return