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WR Wealth Planners’s Rollins ROL Stock Holding History

WR Wealth Planners’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$13.9K Hold
300
– – ﹤0.01% 542
2024
Q3 		$15.2K Hold
300
– – ﹤0.01% 559
2024
Q2 		$14.6K Hold
300
– – ﹤0.01% 509
2024
Q1 		$13.9K Buy
+300
New +$13.2K ﹤0.01% 526
2023
Q4 		– Sell
-300
Closed -$11.2K – 712
2023
Q3 		$11.2K Hold
300
– – ﹤0.01% 531
2023
Q2 		$12.8K Hold
300
– – 0.01% 504
2023
Q1 		$11.3K Buy
+300
New +$10.8K ﹤0.01% 521

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ROL Position: Q4 2024 in Review

WR Wealth Planners held its Rollins (ROL) position steady in Q4 2024 at 300 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

WR Wealth Planners first reported a position in ROL in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.2K in Q3 2024. 700 funds tracked by Wall St. Rank hold ROL as of Q4 2024.

  • WR Wealth Planners held 300 shares of Rollins worth $13.9K as of Q4 2024.
  • WR Wealth Planners left its Rollins share count unchanged in Q4 2024.
  • Rollins made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #542 holding.
  • WR Wealth Planners first reported a position in Rollins in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Rollins position peaked at $15.2K in Q3 2024.
  • 700 funds tracked by Wall St. Rank held Rollins as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.