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Edge Wealth Management’s Roper Technologies ROP Stock Holding History

Edge 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
2022
Q1 		– Sell
-72
Closed -$35K – 380
2021
Q4 		$35K Buy
72
+15
+26% +$7.14K 0.01% 203
2021
Q3 		$25K Hold
57
– – ﹤0.01% 242
2021
Q2 		$27K Hold
57
– – 0.01% 242
2021
Q1 		$23K Hold
57
– – ﹤0.01% 256
2020
Q4 		$25K Buy
+57
New +$23.4K 0.01% 224

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

Edge Wealth Management's ROP Position: Q1 2022 in Review

Edge Wealth Management sold out of Roper Technologies (ROP) in Q1 2022, closing a stake of 72 shares — an estimated $35K sold.

Edge Wealth Management first reported a position in ROP in Q4 2020 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 1,059 funds tracked by Wall St. Rank hold ROP as of Q1 2022.

  • Edge Wealth Management reported no remaining Roper Technologies position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 72 Roper Technologies shares in Q1 2022, an estimated $35K.
  • Edge Wealth Management first reported a position in Roper Technologies in Q4 2020 and held it in 5 quarters.
  • Edge Wealth Management's Roper Technologies position peaked at $35K in Q4 2021.
  • 1,059 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.