Ropes Wealth Advisors LLC Purchases and Sells in Q3 2023

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 + 25.0%	$517136.0 - $563073.0 $1.03M - $1.13M	10 $5.31M
GS	3.16K + 153.35%	$313.0 - $358.93 $989K - $1.13M	5.22K $1.69M
BRK-B	2.02K + 9.56%	$340.9 - $370.48 $687K - $747K	23.1K $8.09M
VTI	5.33K + 5.43%	$211.41 - $228.35 $1.13M - $1.22M	104K $22M
COP	1.24K + 48.72%	$100.34 - $124.5 $124K - $154K	3.78K $452K
BP	2.44K + 9.44%	$34.79 - $39.48 $84.9K - $96.3K	28.3K $1.09M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DASH	7.33K New	$74.58 - $90.79 $546K - $665K	7.33K $582K
OKE	6.81K New	$60.94 - $68.53 $415K - $466K	6.81K $431K
VCIT	5.02K New	$75.83 - $79.4 $380K - $398K	5.02K $381K
EOG	2.37K New	$112.25 - $134.66 $266K - $319K	2.37K $300K
MGK	1.33K New	$224.84 - $243.78 $298K - $323K	1.33K $300K
MGV	2.58K New	$101.4 - $107.46 $262K - $277K	2.58K $261K

Top Sells

Reduced Positions

162 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-12.2K - 10.52%	$312.14 - $359.49 $3.81M - $4.38M	104K $32.7M
AAPL	-10.1K - 4.92%	$170.43 - $196.45 $1.73M - $1.99M	196K $33.5M
NEE	-40.9K - 30.67%	$57.08 - $75.9 $2.33M - $3.1M	92.4K $5.29M
VUG	-11.1K - 24.9%	$269.56 - $293.5 $3M - $3.26M	33.5K $9.13M
VWO	-56.9K - 35.33%	$39.04 - $43.07 $2.22M - $2.45M	104K $4.08M
WMB	-72.1K - 84.46%	$32.37 - $35.38 $2.33M - $2.55M	13.3K $446K

Activity Summary All Purchases 55 New Holdings 10 Increased Positions 45 All Sells 162 Reductions 162 Sold out 0 Calls 0 Puts 0

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