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Ropes Wealth Advisors’s Landstar System LSTR Stock Holding History

Ropes Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12
Closed -$2K – 551
2020
Q4 		$2K Sell
12
-147
-92% -$19.3K ﹤0.01% 649
2020
Q3 		$20K Buy
+159
New +$20K ﹤0.01% 437

Other funds holding LSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's LSTR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Landstar System (LSTR) in Q1 2021, closing a stake of 12 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in LSTR in Q3 2020 and held it in 2 quarters. The position peaked at $20K in Q3 2020. 386 funds tracked by Wall St. Rank hold LSTR as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Landstar System position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 12 Landstar System shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Landstar System in Q3 2020 and held it in 2 quarters.
  • Ropes Wealth Advisors's Landstar System position peaked at $20K in Q3 2020.
  • 386 funds tracked by Wall St. Rank held Landstar System as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.