Center for Financial Planning’s Roper Technologies ROP Stock Holding History

Center for Financial Planning’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
2024 Q3	–	Sell	-1	Closed	-$564	–	600
2024 Q2	$564	Hold	1	–	–	﹤0.01%	545
2024 Q1	$561	Buy	+1	New	+$546	﹤0.01%	575
2022 Q3	–	Sell	-630	Closed	-$249K	–	676
2022 Q2	$249K	Hold	630	–	–	0.06%	111
2022 Q1	$298K	Sell	630 -9	-1%	-$4.05K	0.06%	110
2021 Q4	$314K	Hold	639	–	–	0.06%	105
2021 Q3	$285K	Buy	639 +9	+1%	+$4.31K	0.07%	106
2021 Q2	$296K	Buy	+630	New	+$279K	0.07%	105

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Center for Financial Planning's ROP Position: Q3 2024 in Review

Center for Financial Planning sold out of Roper Technologies (ROP) in Q3 2024, closing a stake of 1 share — an estimated $564 sold.

Center for Financial Planning first reported a position in ROP in Q2 2021 and held it in 7 quarters. The position peaked at $314K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold ROP as of Q3 2024.

Center for Financial Planning reported no remaining Roper Technologies position as of Q3 2024 after selling out during the quarter.
Center for Financial Planning sold 1 Roper Technologies share in Q3 2024, an estimated $564.
Center for Financial Planning first reported a position in Roper Technologies in Q2 2021 and held it in 7 quarters.
Center for Financial Planning's Roper Technologies position peaked at $314K in Q4 2021.
1,247 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.