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RWA
Ropes Wealth Advisors’s
Portland General Electric
POR
Stock Holding History
Ropes Wealth Advisors’s Portfolio
POR Stock Details
POR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-500
Closed
-$21K
–
642
2020
Q4
$21K
Hold
500
–
–
﹤0.01%
477
2020
Q3
$18K
Hold
500
–
–
﹤0.01%
449
2020
Q2
$21K
Hold
500
–
–
﹤0.01%
391
2020
Q1
$24K
Hold
500
–
–
0.01%
349
2019
Q4
$28K
Hold
500
–
–
0.01%
386
2019
Q3
$28K
Hold
500
–
–
0.01%
396
2019
Q2
$27K
Hold
500
–
–
0.01%
400
2019
Q1
$26K
Hold
500
–
–
0.01%
388
2018
Q4
$23K
Hold
500
–
–
0.01%
366
2018
Q3
$23K
Hold
500
–
–
0.01%
391
2018
Q2
$21K
Hold
500
–
–
0.01%
411
2018
Q1
$20K
Hold
500
–
–
0.01%
400
2017
Q4
$23K
Hold
500
–
–
0.01%
422
2017
Q3
$23K
Hold
500
–
–
0.01%
396
2017
Q2
$23K
Hold
500
–
–
0.01%
388
2017
Q1
$22K
Hold
500
–
–
0.01%
392
2016
Q4
$22K
Buy
+500
New
+$21.1K
0.01%
396
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1-Year Est. Return
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1-Year Est. Return
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$40.6B AUM
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1-Year Est. Return
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$298B AUM
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1-Year Est. Return
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$57.6B AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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