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Ropes Wealth Advisors’s RB Global RBA Stock Holding History

Ropes Wealth Advisors’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-348
Closed -$21K – 903
2020
Q3 		$21K Buy
+348
New +$18.4K ﹤0.01% 433
2015
Q4 		– Sell
-3,604
Closed -$93K – 527
2015
Q3 		$93K Buy
+3,604
New +$98.5K 0.05% 204

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Ropes Wealth Advisors's RBA Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of RB Global (RBA) in Q4 2020, closing a stake of 348 shares — an estimated $21K sold.

Ropes Wealth Advisors first reported a position in RBA in Q3 2015 and held it in 2 quarters. The position peaked at $93K in Q3 2015. 284 funds tracked by Wall St. Rank hold RBA as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining RB Global position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 348 RB Global shares in Q4 2020, an estimated $21K.
  • Ropes Wealth Advisors first reported a position in RB Global in Q3 2015 and held it in 2 quarters.
  • Ropes Wealth Advisors's RB Global position peaked at $93K in Q3 2015.
  • 284 funds tracked by Wall St. Rank held RB Global as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.