Ropes Wealth Advisors LLC Sells in Q3 2023

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-39
- 3.22%
$284.35 - $354.93 $11.1K - $13.8K
1.17K $343K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-506
- 5.61%
$69.39 - $75.35 $35.1K - $38.1K
8.52K $591K
CMI
Cummins Inc

Industrials
-88
- 3.39%
$228.46 - $264.99 $20.1K - $23.3K
2.51K $572K
BIIB
Biogen Inc.

Healthcare
-20
- 0.96%
$253.3 - $285.89 $5.07K - $5.72K
2.07K $531K
LFUS
Littelfuse Inc

Technology
-17
- 1.28%
$243.51 - $309.3 $4.14K - $5.26K
1.32K $325K
PLD
Prologis, Inc.

Real Estate
-29
- 0.53%
$111.25 - $129.28 $3.23K - $3.75K
5.42K $607K
YUM
Yum Brands Inc

Consumer Cyclical
-184
- 7.04%
$121.98 - $137.94 $22.4K - $25.4K
2.43K $303K
CRM
Salesforce, Inc.

Technology
-120
- 3.11%
$202.49 - $234.37 $24.3K - $28.1K
3.74K $758K
TRV
Travelers Companies, Inc.

Financial Services
-225
- 11.62%
$159.89 - $174.87 $36K - $39.3K
1.71K $279K
DRI
Darden Restaurants Inc

Consumer Cyclical
-31
- 1.54%
$141.27 - $172.18 $4.38K - $5.34K
1.98K $283K
A
Agilent Technologies, Inc.

Healthcare
-283
- 12.82%
$109.73 - $128.47 $31.1K - $36.4K
1.92K $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.09%
$103.32 - $110.34 $1.55K - $1.66K
17.5K $1.81M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-212
- 4.74%
$57.34 - $75.82 $12.2K - $16.1K
4.26K $249K
MCHP
Microchip Technology Inc

Technology
-10
- 0.25%
$76.05 - $93.94 $761 - $939
4.06K $316K
VNQ
Vanguard Specialized Funds Van

ETFs
-31
- 0.58%
$75.44 - $86.89 $2.34K - $2.69K
5.34K $403K
GILD
Gilead Sciences, Inc.

Healthcare
-504
- 15.63%
$73.94 - $80.67 $37.3K - $40.7K
2.72K $203K
SYK
Stryker Corp

Healthcare
-19
- 1.56%
$266.54 - $302.43 $5.06K - $5.75K
1.2K $326K
DOV
Dover Corp

Industrials
-56
- 1.31%
$139.01 - $152.12 $7.78K - $8.52K
4.21K $587K
IVE
Ishares S&P 500 Value ETF

ETFs
-7
- 0.12%
$153.33 - $166.75 $1.07K - $1.17K
5.64K $867K
PANW
Palo Alto Networks Inc

Technology
-4
- 0.26%
$207.57 - $257.88 $830 - $1.03K
1.52K $357K
AZN
Astrazeneca PLC

Healthcare
-281
- 7.9%
$64.85 - $71.7 $18.2K - $20.1K
3.28K $221K
ACWI
Ishares Msci Acwi ETF

ETFs
-11
- 0.13%
$92.02 - $99.39 $1.01K - $1.09K
8.52K $787K
ETN
Eaton Corp PLC

Industrials
-265
- 12.25%
$197.75 - $238.04 $52.4K - $63.1K
1.9K $405K
CSCO
Cisco Systems, Inc.

Technology
-3.51K
- 4.49%
$50.38 - $57.84 $177K - $203K
74.6K $4.01M
LLY
Eli Lilly & CO

Healthcare
-736
- 13.68%
$434.7 - $599.3 $320K - $441K
4.65K $2.49M
CTVA
Corteva, Inc.

Basic Materials
-86
- 2.09%
$49.08 - $58.0 $4.22K - $4.99K
4.03K $206K
EMR
Emerson Electric CO

Industrials
-759
- 9.79%
$88.24 - $100.12 $67K - $76K
6.99K $675K
VO
Vanguard Mid Cap ETF

ETFs
-9
- 0.53%
$206.6 - $228.23 $1.86K - $2.05K
1.7K $353K
ITA
Ishares Tr

ETFs
-17
- 0.87%
$105.4 - $118.17 $1.79K - $2.01K
1.95K $206K
AMAT
Applied Materials Inc

Technology
-2
- 0.07%
$134.04 - $153.99 $268 - $308
2.85K $393K
ICE
Intercontinental Exchange, Inc.

Financial Services
-52
- 1.85%
$107.23 - $118.57 $5.58K - $6.17K
2.75K $302K
NVS
Novartis Ag

Healthcare
-179
- 5.32%
$94.73 - $105.13 $17K - $18.8K
3.19K $324K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 0.24%
$128.74 - $136.24 $772 - $817
2.49K $320K
URI
United Rentals, Inc.

Industrials
-19
- 2.54%
$428.28 - $491.17 $8.14K - $9.33K
728 $323K
XLF
Financial Sector Spdr

ETFs
-48
- 0.36%
$33.17 - $35.6 $1.59K - $1.71K
13.3K $440K
ROP
Roper Technologies Inc

Industrials
-43
- 0.88%
$475.65 - $504.15 $20.5K - $21.7K
4.84K $2.34M
BFA
Brown Forman Corp Cl A
-40
- 0.46%
N/A
8.62K $0
Ge Healthcare Technologies I
-3.33K
- 42.0%
N/A
4.6K $0
Linde PLC
-484
- 10.67%
N/A
4.05K $0
AVY
Avery Dennison Corp

Industrials
-76
- 5.13%
$168.63 - $189.02 $12.8K - $14.4K
1.41K $256K
DHR
Danaher Corp

Healthcare
-89
- 1.96%
$233.08 - $265.59 $20.7K - $23.6K
4.45K $1.1M
CARR
Carrier Global Corp

Industrials
-112
- 2.54%
$49.07 - $59.8 $5.5K - $6.7K
4.3K $237K
SHEL
Shell PLC

Energy
-118
- 1.7%
$58.53 - $65.82 $6.91K - $7.77K
6.81K $438K
GD
General Dynamics Corp

Industrials
-34
- 0.68%
$213.52 - $227.24 $7.26K - $7.73K
4.93K $1.09M
META
Meta Platforms, Inc.

Communication Services
-527
- 3.78%
$283.25 - $325.48 $149K - $172K
13.4K $4.03M
BR
Broadridge Financial Solutions, Inc.

Technology
-176
- 4.07%
$163.3 - $189.0 $28.7K - $33.3K
4.15K $743K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-17
- 4.12%
$692.45 - $844.37 $11.8K - $14.4K
396 $325K
AFL
Aflac Inc

Financial Services
-116
- 2.11%
$69.57 - $77.95 $8.07K - $9.04K
5.39K $413K
INTU
Intuit Inc

Technology
-250
- 8.11%
$448.19 - $553.61 $112K - $138K
2.83K $1.45M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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