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BDO Wealth Advisors’s Roper Technologies ROP Stock Holding History

BDO 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
2023
Q2 		$2.24M Buy
4,651
+193
+4% +$87.4K 0.26% 84
2023
Q1 		$1.96M Sell
4,458
-45
-1% -$19.4K 0.24% 87
2022
Q4 		$1.95M Buy
4,503
+53
+1% +$21.8K 0.24% 89
2022
Q3 		$1.6M Sell
4,450
-249
-5% -$101K 0.21% 96
2022
Q2 		$1.85M Buy
4,699
+32
+0.7% +$13.9K 0.23% 86
2022
Q1 		$2.2M Buy
4,667
+140
+3% +$63K 0.24% 80
2021
Q4 		$2.23M Sell
4,527
-6
-0.1% -$2.86K 0.24% 81
2021
Q3 		$2.02M Buy
4,533
+76
+2% +$36.4K 0.22% 77
2021
Q2 		$2.1M Buy
4,457
+120
+3% +$53K 0.23% 78
2021
Q1 		$1.75M Buy
4,337
+33
+0.8% +$13.2K 0.21% 85
2020
Q4 		$1.86M Hold
4,304
– – 0.26% 69
2020
Q3 		$1.7M Sell
4,304
-68
-2% -$28.3K 0.28% 67
2020
Q2 		$1.7M Sell
4,372
-244
-5% -$87.4K 0.3% 67
2020
Q1 		$1.44M Buy
4,616
+117
+3% +$41.5K 0.29% 68
2019
Q4 		$1.59M Sell
4,499
-345
-7% -$119K 0.41% 53
2019
Q3 		$1.73M Sell
4,844
-20
-0.4% -$7.26K 0.44% 45
2019
Q2 		$1.78M Buy
4,864
+65
+1% +$23.1K 0.49% 47
2019
Q1 		$1.64M Sell
4,799
-8
-0.2% -$2.43K 0.48% 49
2018
Q4 		$1.28M Sell
4,807
-154
-3% -$43.5K 0.44% 49
2018
Q3 		$1.47M Buy
4,961
+130
+3% +$38.3K 0.48% 45
2018
Q2 		$1.33M Buy
4,831
+215
+5% +$59.3K 0.45% 45
2018
Q1 		$1.3M Buy
4,616
+1
+0% +$276 0.49% 38
2017
Q4 		$1.2M Sell
4,615
-200
-4% -$51.3K 0.54% 32
2017
Q3 		$1.17M Hold
4,815
– – 0.58% 32
2017
Q2 		$1.11M Buy
+4,815
New +$1.07M 0.49% 37

Other funds holding ROP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

BDO Wealth Advisors's ROP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Roper Technologies (ROP) stake by 4.3% in Q2 2023, buying an estimated $87.4K and bringing the position to 4,651 shares worth $2.24M. The position accounts for 0.26% of the portfolio, ranked #84.

BDO Wealth Advisors first reported a position in ROP in Q2 2017 and has held it in 25 quarters since. 1,076 funds tracked by Wall St. Rank hold ROP as of Q2 2023.

  • BDO Wealth Advisors held 4,651 shares of Roper Technologies worth $2.24M as of Q2 2023.
  • BDO Wealth Advisors bought 193 Roper Technologies shares in Q2 2023, an estimated $87.4K.
  • Roper Technologies made up 0.26% of BDO Wealth Advisors's portfolio in Q2 2023, its #84 holding.
  • BDO Wealth Advisors first reported a position in Roper Technologies in Q2 2017 and has held it in 25 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.