Ropes Wealth Advisors’s RBC Bearings RBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-146	Closed	-$18K	–	904
2020 Q3	$18K	Buy	+146	New	+$18.7K	﹤0.01%	450

Other funds holding RBC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of RBC Bearings (RBC) in Q4 2020, closing a stake of 146 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in RBC in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 236 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

Ropes Wealth Advisors reported no remaining RBC Bearings position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 146 RBC Bearings shares in Q4 2020, an estimated $18K.
Ropes Wealth Advisors first reported a position in RBC Bearings in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's RBC Bearings position peaked at $18K in Q3 2020.
236 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

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