Ropes Wealth Advisors’s New York Times NYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,000	Closed	-$104K	–	606
2020 Q4	$104K	Hold	2,000	–	–	0.02%	310
2020 Q3	$86K	Hold	2,000	–	–	0.02%	285
2020 Q2	$84K	Hold	2,000	–	–	0.02%	270
2020 Q1	$61K	Hold	2,000	–	–	0.02%	267
2019 Q4	$64K	Hold	2,000	–	–	0.01%	315
2019 Q3	$57K	Buy	+2,000	New	+$63.1K	0.01%	328
2016 Q1	–	Sell	-200	Closed	-$3K	–	505
2015 Q4	$3K	Buy	+200	New	+$2.67K	﹤0.01%	380

Other funds holding NYT

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of New York Times (NYT) in Q1 2021, closing a stake of 2,000 shares — an estimated $104K sold.

Ropes Wealth Advisors first reported a position in NYT in Q4 2015 and held it in 7 quarters. The position peaked at $104K in Q4 2020. 356 funds tracked by Wall St. Rank hold NYT as of Q1 2021.

Ropes Wealth Advisors reported no remaining New York Times position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 2,000 New York Times shares in Q1 2021, an estimated $104K.
Ropes Wealth Advisors first reported a position in New York Times in Q4 2015 and held it in 7 quarters.
Ropes Wealth Advisors's New York Times position peaked at $104K in Q4 2020.
356 funds tracked by Wall St. Rank held New York Times as of Q1 2021.

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