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| Name: |
Ropes Wealth Advisors LLC |
| City: |
Boston |
| State: |
MA |
| Zip: |
02199-3600 |
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data |
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| Holdings
Found :
32 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWS |
iShares Tr Rssll Midcap Valu |
253 |
Closed |
$123.38 |
$0 |
0 |
0% |
-413,000 |
-3,757 |
0 |
Closed - End Fund - E... |
|
|
BAX |
Baxter International Inc |
272 |
Closed |
$40.93 |
$0 |
0 |
0% |
-232,000 |
-5,099 |
0 |
Medical Instruments &... |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
259 |
Closed |
$51.86 |
$0 |
0 |
0% |
-683,000 |
-14,675 |
0 |
Closed - End Fund - Debt |
|
|
SYY |
SYSCO Corp |
278 |
Closed |
$76.17 |
$0 |
0 |
0% |
-1,011,000 |
-13,624 |
0 |
Food Wholesale |
|
|
VGT |
Vanguard I T VIPERS |
265 |
Closed |
$516.26 |
$0 |
0 |
0% |
-310,000 |
-702 |
0 |
Closed - End Fund - E... |
|
|
MMP |
Magellan Midstream Partners LP |
284 |
Closed |
$69.00 |
$0 |
0 |
0% |
-359,000 |
-5,764 |
0 |
Oil & Gas Equipment &... |
|
|
CLX |
Clorox Co |
271 |
Closed |
$143.35 |
$0 |
0 |
0% |
-222,000 |
-1,395 |
0 |
Cleaning Products |
|
|
WFC |
Wells Fargo & Co |
258 |
Closed |
$61.89 |
$0 |
0 |
0% |
-268,000 |
-6,284 |
0 |
Domestic Money Center... |
|
|
DEO |
Diageo Plc (ADR) |
277 |
Closed |
$142.94 |
$0 |
0 |
0% |
-242,000 |
-1,396 |
0 |
Beverage - Brewers |
|
|
VMW |
VMware, Inc. |
264 |
Closed |
$142.48 |
$0 |
0 |
0% |
-396,000 |
-2,755 |
0 |
Technical & System So... |
|
|
TER |
Teradyne Inc |
283 |
Closed |
$122.92 |
$0 |
0 |
0% |
-219,000 |
-1,970 |
0 |
Semiconductor Equipme... |
|
|
EXAS |
Exact Sciences Corp |
270 |
Closed |
$53.51 |
$0 |
0 |
0% |
-701,000 |
-7,464 |
0 |
Biotechnology |
|
|
UBER |
Uber Technologies, Inc |
257 |
Closed |
$66.99 |
$0 |
0 |
0% |
-1,407,000 |
-32,602 |
0 |
N/A |
|
|
OGCP |
Empire State Realty Op Lp |
276 |
Closed |
$9.50 |
$0 |
0 |
0% |
-148,000 |
-21,473 |
0 |
N/A |
|
|
SNPS |
Synopsys Inc |
263 |
Closed |
$556.71 |
$0 |
0 |
0% |
-228,000 |
-523 |
0 |
Technical & System So... |
|
|
JCI |
Johnson Controls Internatio... |
282 |
Closed |
$65.59 |
$0 |
0 |
0% |
-252,000 |
-3,701 |
0 |
Conglomerates |
|
|
DKNG |
Draftkings Inc Class A |
269 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,507,000 |
-207,276 |
0 |
N/A |
|
|
PH |
Parker Hannifin Corp |
256 |
Closed |
$561.13 |
$0 |
0 |
0% |
-236,000 |
-605 |
0 |
Industrial Equipment ... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
275 |
Closed |
$0.00 |
$0 |
0 |
0% |
-704,000 |
-9,471 |
0 |
N/A |
|
|
MAA |
Mid America Apartment Commu... |
262 |
Closed |
$135.47 |
$0 |
0 |
0% |
-234,000 |
-1,540 |
0 |
REIT - Diversified |
|
|
FDX |
Fedex Corp |
281 |
Closed |
$265.73 |
$0 |
0 |
0% |
-209,000 |
-842 |
0 |
AirDelivery & Freight... |
|
|
BEN |
Franklin Resources Inc |
268 |
Closed |
$23.74 |
$0 |
0 |
0% |
-235,000 |
-8,780 |
0 |
Asset Management |
|
|
PCAR |
Paccar Inc |
255 |
Closed |
$106.11 |
$0 |
0 |
0% |
-200,000 |
-2,393 |
0 |
Trucks & Other Vehicles |
|
|
D |
Dominion Energy Inc |
274 |
Closed |
$53.07 |
$0 |
0 |
0% |
-1,258,000 |
-24,288 |
0 |
Electric Utilities |
|
|
DHI |
DR Horton Inc |
261 |
Closed |
$149.97 |
$0 |
0 |
0% |
-211,000 |
-1,735 |
0 |
Residential Construct... |
|
|
PPG |
PPG Industries Inc |
280 |
Closed |
$135.33 |
$0 |
0 |
0% |
-249,000 |
-1,680 |
0 |
Conglomerates |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
267 |
Closed |
$102.80 |
$0 |
0 |
0% |
-279,000 |
-3,201 |
0 |
N/A |
|
|
NFLX |
Netflix Inc |
254 |
Closed |
$610.87 |
$0 |
0 |
0% |
-335,000 |
-761 |
0 |
Music & Video Stores |
|
|
SCHC |
Schwab International Small-... |
273 |
Closed |
$36.02 |
$0 |
0 |
0% |
-2,021,000 |
-59,857 |
0 |
Closed - End Fund - E... |
|
|
NEP |
Nextera Energy Partners, Lp |
260 |
Closed |
$31.46 |
$0 |
0 |
0% |
-4,425,000 |
-75,453 |
0 |
N/A |
|
|
NOW |
Servicenow, Inc. |
279 |
Closed |
$729.79 |
$0 |
0 |
0% |
-212,000 |
-378 |
0 |
Information Technolog... |
|
|
GNRC |
Generac Holdings Inc. |
266 |
Closed |
$137.52 |
$0 |
0 |
0% |
-219,000 |
-1,470 |
0 |
Electronic Equipment |
|
