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Ropes Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Ropes Wealth Advisors’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,220
Closed -$459K – 285
2021
Q3 		$459K Sell
3,220
-345
-10% -$51.9K 0.07% 182
2021
Q2 		$538K Buy
3,565
+270
+8% +$43.9K 0.09% 169
2021
Q1 		$582K Buy
+3,295
New +$443K 0.1% 154

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Ropes Wealth Advisors's RS Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Reliance Steel & Aluminium (RS) in Q4 2021, closing a stake of 3,220 shares — an estimated $459K sold.

Ropes Wealth Advisors first reported a position in RS in Q1 2021 and held it in 3 quarters. The position peaked at $582K in Q1 2021. 419 funds tracked by Wall St. Rank hold RS as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining Reliance Steel & Aluminium position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,220 Reliance Steel & Aluminium shares in Q4 2021, an estimated $459K.
  • Ropes Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q1 2021 and held it in 3 quarters.
  • Ropes Wealth Advisors's Reliance Steel & Aluminium position peaked at $582K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.