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Evolution Wealth Advisors’s Roper Technologies ROP Stock Holding History

Evolution 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
2021
Q4 		– Sell
-24
Closed -$11K – 528
2021
Q3 		$11K Hold
24
– – ﹤0.01% 388
2021
Q2 		$11K Hold
24
– – ﹤0.01% 395
2021
Q1 		$10K Hold
24
– – ﹤0.01% 418
2020
Q4 		$10K Sell
24
-25
-51% -$10.3K ﹤0.01% 353
2020
Q3 		$19K Buy
49
+25
+104% +$10.4K 0.01% 272
2020
Q2 		$9K Buy
+24
New +$8.6K ﹤0.01% 305
2020
Q1 		– Sell
-18
Closed -$6K – 584
2019
Q4 		$6K Buy
+18
New +$6.22K ﹤0.01% 380
2019
Q3 		– Sell
-20
Closed -$7K – 572
2019
Q2 		$7K Buy
+20
New +$7.1K ﹤0.01% 216

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
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
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Evolution Wealth Advisors's ROP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Roper Technologies (ROP) in Q4 2021, closing a stake of 24 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in ROP in Q2 2019 and held it in 8 quarters. The position peaked at $19K in Q3 2020. 1,052 funds tracked by Wall St. Rank hold ROP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Roper Technologies position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 24 Roper Technologies shares in Q4 2021, an estimated $11K.
  • Evolution Wealth Advisors first reported a position in Roper Technologies in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Roper Technologies position peaked at $19K in Q3 2020.
  • 1,052 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.