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Ropes Wealth Advisors’s Smith & Nephew SNN Stock Holding History

Ropes Wealth Advisors’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-133
Closed -$6K – 700
2020
Q4 		$6K Sell
133
-1,217
-90% -$48.2K ﹤0.01% 564
2020
Q3 		$53K Buy
1,350
+1,105
+451% +$44.5K 0.01% 327
2020
Q2 		$9K Buy
+245
New +$9.71K ﹤0.01% 457
2018
Q3 		– Sell
-81
Closed -$3K – 587
2018
Q2 		$3K Hold
81
– – ﹤0.01% 530
2018
Q1 		$3K Hold
81
– – ﹤0.01% 523
2017
Q4 		$3K Buy
+81
New +$2.95K ﹤0.01% 694

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Smith & Nephew (SNN) in Q1 2021, closing a stake of 133 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in SNN in Q4 2017 and held it in 6 quarters. The position peaked at $53K in Q3 2020. 237 funds tracked by Wall St. Rank hold SNN as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Smith & Nephew position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 133 Smith & Nephew shares in Q1 2021, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Smith & Nephew in Q4 2017 and held it in 6 quarters.
  • Ropes Wealth Advisors's Smith & Nephew position peaked at $53K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2021.

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