Ropes Wealth Advisors’s Versum Materials, Inc. VSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,132
Closed -$166K 571
2019
Q3
$166K Sell
3,132
-62
-2% -$3.22K 0.04% 232
2019
Q2
$165K Sell
3,194
-813
-20% -$42K 0.03% 238
2019
Q1
$202K Hold
4,007
0.05% 214
2018
Q4
$111K Sell
4,007
-807
-17% -$25.5K 0.03% 255
2018
Q3
$173K Sell
4,814
-187
-4% -$7.04K 0.04% 235
2018
Q2
$186K Sell
5,001
-6
-0.1% -$229 0.05% 233
2018
Q1
$188K Buy
5,007
+6
+0.1% +$229 0.05% 223
2017
Q4
$189K Sell
5,001
-62
-1% -$2.42K 0.05% 221
2017
Q3
$197K Sell
5,063
-257
-5% -$9.19K 0.05% 216
2017
Q2
$173K Sell
5,320
-82
-2% -$2.56K 0.05% 227
2017
Q1
$165K Sell
5,402
-2,053
-28% -$59.9K 0.05% 232
2016
Q4
$209K Buy
+7,455
New +$186K 0.07% 198

Ropes Wealth Advisors's VSM Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of Versum Materials, Inc. (VSM) in Q4 2019, closing a stake of 3,132 shares — an estimated $166K sold.

Ropes Wealth Advisors first reported a position in VSM in Q4 2016 and held it in 12 quarters. The position peaked at $209K in Q4 2016. 0 funds tracked by Wall St. Rank hold VSM as of Q4 2019.

  • Ropes Wealth Advisors reported no remaining Versum Materials, Inc. position as of Q4 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,132 Versum Materials, Inc. shares in Q4 2019, an estimated $166K.
  • Ropes Wealth Advisors first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 12 quarters.
  • Ropes Wealth Advisors's Versum Materials, Inc. position peaked at $209K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.