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Ropes Wealth Advisors’s Linde LIN Stock Holding History

Ropes Wealth Advisors’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.51M Sell
4,050
-484
-11% -$184K 0.29% 81
2023
Q2 		$1.73M Buy
4,534
+423
+10% +$154K 0.29% 85
2023
Q1 		$1.46M Buy
4,111
+1
+0% +$335 0.26% 93
2022
Q4 		$1.34M Buy
4,110
+599
+17% +$188K 0.24% 95
2022
Q3 		$946K Hold
3,511
– – 0.2% 105
2022
Q2 		$1.01M Hold
3,511
– – 0.21% 105
2022
Q1 		$1.12M Sell
3,511
-38
-1% -$11.7K 0.19% 114
2021
Q4 		$1.23M Buy
3,549
+1,084
+44% +$351K 0.22% 101
2021
Q3 		$723K Buy
2,465
+16
+0.7% +$4.86K 0.12% 145
2021
Q2 		$708K Buy
2,449
+15
+0.6% +$4.37K 0.11% 145
2021
Q1 		$727K Sell
2,434
-1,088
-31% -$282K 0.13% 134
2020
Q4 		$928K Buy
3,522
+1,009
+40% +$248K 0.14% 103
2020
Q3 		$598K Sell
2,513
-16
-0.6% -$3.88K 0.12% 128
2020
Q2 		$536K Buy
2,529
+16
+0.6% +$3.09K 0.11% 128
2020
Q1 		$435K Sell
2,513
-400
-14% -$78.9K 0.11% 128
2019
Q4 		$620K Sell
2,913
-5,859
-67% -$1.18M 0.13% 123
2019
Q3 		$1.7M Buy
8,772
+663
+8% +$128K 0.36% 58
2019
Q2 		$1.63M Sell
8,109
-50
-0.6% -$9.36K 0.34% 59
2019
Q1 		$1.44M Sell
8,159
-1,600
-16% -$266K 0.38% 60
2018
Q4 		$1.52M Buy
+9,759
New +$1.54M 0.44% 56

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ropes Wealth Advisors reduced its Linde (LIN) stake by 11% in Q3 2023, selling an estimated $184K and leaving 4,050 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #81.

Ropes Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.73M in Q2 2023. 1,637 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • Ropes Wealth Advisors held 4,050 shares of Linde worth $1.51M as of Q3 2023.
  • Ropes Wealth Advisors sold 484 Linde shares in Q3 2023, an estimated $184K.
  • Linde made up 0.29% of Ropes Wealth Advisors's portfolio in Q3 2023, its #81 holding.
  • Ropes Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 20 quarters since.
  • Ropes Wealth Advisors's Linde position peaked at $1.73M in Q2 2023.
  • 1,637 funds tracked by Wall St. Rank held Linde as of Q3 2023.

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