Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q3 2023 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of TFC by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−3,736−100.0%	Sold out	Holders
Q4 2021	3,736	$219.0K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	3,736	$219.0K	<0.1%	−838−18.3%	Reduced	Holders
Q2 2021	4,574	$254.0K	<0.1%	+4,574	New	Holders