Ropes Wealth Advisors’s Marsh MRSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$212K	Buy	+1,114	New	+$214K	0.04%	244
2021 Q4	–	Sell	-6,157	Closed	-$932K	–	282
2021 Q3	$932K	Buy	6,157 +294	+5%	+$44.5K	0.15%	118
2021 Q2	$825K	Hold	5,863	–	–	0.13%	134
2021 Q1	$790K	Buy	5,863 +5,000	+579%	+$576K	0.14%	125
2020 Q4	$101K	Buy	863 +4	+0.5%	+$454	0.02%	311
2020 Q3	$99K	Hold	859	–	–	0.02%	270
2020 Q2	$92K	Hold	859	–	–	0.02%	260
2020 Q1	$74K	Hold	859	–	–	0.02%	252
2019 Q4	$96K	Hold	859	–	–	0.02%	276
2019 Q3	$86K	Sell	859 -48	-5%	-$4.8K	0.02%	288
2019 Q2	$90K	Hold	907	–	–	0.02%	284
2019 Q1	$85K	Sell	907 -1,593	-64%	-$141K	0.02%	281
2018 Q4	$199K	Hold	2,500	–	–	0.06%	205
2018 Q3	$207K	Hold	2,500	–	–	0.05%	226
2018 Q2	$205K	Hold	2,500	–	–	0.06%	223
2018 Q1	$206K	Hold	2,500	–	–	0.06%	214
2017 Q4	$203K	Buy	2,500 +2,000	+400%	+$166K	0.05%	213
2017 Q3	$42K	Hold	500	–	–	0.01%	349
2017 Q2	$39K	Hold	500	–	–	0.01%	353
2017 Q1	$37K	Hold	500	–	–	0.01%	359
2016 Q4	$34K	Buy	+500	New	+$33.5K	0.01%	354

Other funds holding MRSH

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ropes Wealth Advisors opened a new position in Marsh (MRSH) in Q3 2023: 1,114 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Ropes Wealth Advisors previously reported a position in MRSH as recently as Q3 2021.

Ropes Wealth Advisors first reported a position in MRSH in Q4 2016 and has held it in 21 quarters since. The position peaked at $932K in Q3 2021. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

Ropes Wealth Advisors held 1,114 shares of Marsh worth $212K as of Q3 2023.
Marsh was a new Ropes Wealth Advisors position in Q3 2023.
Marsh made up 0.04% of Ropes Wealth Advisors's portfolio in Q3 2023, its #244 holding.
Ropes Wealth Advisors first reported a position in Marsh in Q4 2016 and has held it in 21 quarters since.
Ropes Wealth Advisors's Marsh position peaked at $932K in Q3 2021.
1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

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