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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Steris (STE) in Q1 2021, closing a stake of 744 shares — an estimated $141K sold.

Ropes Wealth Advisors first reported a position in STE in Q4 2017 and held it in 10 quarters. The position peaked at $141K in Q4 2020. 591 funds tracked by Wall St. Rank hold STE as of Q1 2021.

Ropes Wealth Advisors reported no remaining Steris position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 744 Steris shares in Q1 2021, an estimated $141K.
Ropes Wealth Advisors first reported a position in Steris in Q4 2017 and held it in 10 quarters.
Ropes Wealth Advisors's Steris position peaked at $141K in Q4 2020.
591 funds tracked by Wall St. Rank held Steris as of Q1 2021.

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