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Atlas Private Wealth Management’s Roper Technologies ROP Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-110
Closed -$44K – 318
2021
Q1 		$44K Hold
110
– – 0.03% 198
2020
Q4 		$47K Hold
110
– – 0.03% 195
2020
Q3 		$43K Buy
110
+103
+1,471% +$42.8K 0.03% 195
2020
Q2 		$3K Hold
7
– – ﹤0.01% 410
2020
Q1 		$2K Hold
7
– – ﹤0.01% 415
2019
Q4 		$2K Buy
+7
New +$2.42K ﹤0.01% 434

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atlas Private Wealth Management's ROP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Roper Technologies (ROP) in Q2 2021, closing a stake of 110 shares — an estimated $44K sold.

Atlas Private Wealth Management first reported a position in ROP in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q4 2020. 962 funds tracked by Wall St. Rank hold ROP as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Roper Technologies position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 110 Roper Technologies shares in Q2 2021, an estimated $44K.
  • Atlas Private Wealth Management first reported a position in Roper Technologies in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Roper Technologies position peaked at $47K in Q4 2020.
  • 962 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.