AWA
ROP icon

Amplius Wealth Advisors’s Roper Technologies ROP Stock Holding History

Amplius Wealth Advisors’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-139
Closed -$68K – 741
2021
Q4 		$68K Buy
+139
New +$66.2K 0.01% 291

Other funds holding ROP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's ROP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Roper Technologies (ROP) in Q1 2022, closing a stake of 139 shares — an estimated $68K sold.

Amplius Wealth Advisors first reported a position in ROP in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 1,059 funds tracked by Wall St. Rank hold ROP as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Roper Technologies position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 139 Roper Technologies shares in Q1 2022, an estimated $68K.
  • Amplius Wealth Advisors first reported a position in Roper Technologies in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Roper Technologies position peaked at $68K in Q4 2021.
  • 1,059 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.