Ropes Wealth Advisors’s Cloudflare NET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$814K	Sell	12,915 -1,739	-12%	-$111K	0.16%	115
2023 Q2	$958K	Hold	14,654	–	–	0.16%	121
2023 Q1	$904K	Buy	14,654 +35	+0.2%	+$1.91K	0.16%	131
2022 Q4	$661K	Sell	14,619 -120	-0.8%	-$5.94K	0.12%	143
2022 Q3	$815K	Hold	14,739	–	–	0.17%	115
2022 Q2	$645K	Hold	14,739	–	–	0.13%	136
2022 Q1	$1.76M	Sell	14,739 -26	-0.2%	-$2.71K	0.3%	83
2021 Q4	$1.94M	Sell	14,765 -5,494	-27%	-$921K	0.34%	69
2021 Q3	$2.28M	Buy	20,259 +9,327	+85%	+$1.11M	0.37%	66
2021 Q2	$1.16M	Sell	10,932 -7,646	-41%	-$633K	0.18%	107
2021 Q1	$1.32M	Buy	18,578 +6,872	+59%	+$530K	0.23%	94
2020 Q4	$890K	Buy	11,706 +10,518	+885%	+$690K	0.14%	107
2020 Q3	$49K	Buy	+1,188	New	+$45.5K	0.01%	335

Other funds holding NET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ropes Wealth Advisors reduced its Cloudflare (NET) stake by 12% in Q3 2023, selling an estimated $111K and leaving 12,915 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #115.

Ropes Wealth Advisors first reported a position in NET in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.28M in Q3 2021. 571 funds tracked by Wall St. Rank hold NET as of Q3 2023.

Ropes Wealth Advisors held 12,915 shares of Cloudflare worth $814K as of Q3 2023.
Ropes Wealth Advisors sold 1,739 Cloudflare shares in Q3 2023, an estimated $111K.
Cloudflare made up 0.16% of Ropes Wealth Advisors's portfolio in Q3 2023, its #115 holding.
Ropes Wealth Advisors first reported a position in Cloudflare in Q3 2020 and has held it in 13 quarters since.
Ropes Wealth Advisors's Cloudflare position peaked at $2.28M in Q3 2021.
571 funds tracked by Wall St. Rank held Cloudflare as of Q3 2023.

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