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Engrave Wealth Partners’s Roper Technologies ROP Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-17
Closed -$6K – 345
2020
Q2 		$6K Hold
17
– – 0.01% 314
2020
Q1 		$5K Sell
17
-22
-56% -$7.8K 0.01% 280
2019
Q4 		$13K Buy
+39
New +$13.5K 0.01% 277

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BlackRock
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Engrave Wealth Partners's ROP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Roper Technologies (ROP) in Q3 2020, closing a stake of 17 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in ROP in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 941 funds tracked by Wall St. Rank hold ROP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Roper Technologies position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 17 Roper Technologies shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Roper Technologies in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Roper Technologies position peaked at $13K in Q4 2019.
  • 941 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.