Ropes Wealth Advisors’s TechTarget TTGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$622K	Hold	20,485	–	–	0.12%	133
2023 Q2	$638K	Hold	20,485	–	–	0.11%	155
2023 Q1	$740K	Buy	20,485 +975	+5%	+$40.8K	0.13%	141
2022 Q4	$860K	Hold	19,510	–	–	0.15%	128
2022 Q3	$1.16M	Buy	19,510 +5,659	+41%	+$364K	0.24%	97
2022 Q2	$910K	Hold	13,851	–	–	0.19%	113
2022 Q1	$1.13M	Buy	13,851 +420	+3%	+$33.8K	0.19%	112
2021 Q4	$1.28M	Buy	+13,431	New	+$1.26M	0.23%	97

Other funds holding TTGT

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ropes Wealth Advisors's TTGT Position: Q3 2023 in Review

Ropes Wealth Advisors held its TechTarget (TTGT) position steady in Q3 2023 at 20,485 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #133.

Ropes Wealth Advisors first reported a position in TTGT in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2021. 165 funds tracked by Wall St. Rank hold TTGT as of Q3 2023.

Ropes Wealth Advisors held 20,485 shares of TechTarget worth $622K as of Q3 2023.
Ropes Wealth Advisors left its TechTarget share count unchanged in Q3 2023.
TechTarget made up 0.12% of Ropes Wealth Advisors's portfolio in Q3 2023, its #133 holding.
Ropes Wealth Advisors first reported a position in TechTarget in Q4 2021 and has held it in 8 quarters since.
Ropes Wealth Advisors's TechTarget position peaked at $1.28M in Q4 2021.
165 funds tracked by Wall St. Rank held TechTarget as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.