RWA
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Ropes Wealth Advisors’s Steris STE Stock Holding History

Ropes Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-744
Closed -$141K – 716
2020
Q4 		$141K Buy
744
+44
+6% +$8.21K 0.02% 265
2020
Q3 		$123K Hold
700
– – 0.02% 249
2020
Q2 		$107K Buy
700
+525
+300% +$80K 0.02% 253
2020
Q1 		$24K Hold
175
– – 0.01% 350
2019
Q4 		$27K Hold
175
– – 0.01% 388
2019
Q3 		$25K Hold
175
– – 0.01% 410
2019
Q2 		$26K Buy
+175
New +$23.4K 0.01% 408
2018
Q3 		– Sell
-48
Closed -$5K – 589
2018
Q2 		$5K Hold
48
– – ﹤0.01% 503
2018
Q1 		$4K Hold
48
– – ﹤0.01% 506
2017
Q4 		$4K Buy
+48
New +$4.28K ﹤0.01% 652

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return