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Focused Wealth Management’s Roper Technologies ROP Stock Holding History

Focused 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
2020
Q2 		– Sell
-280
Closed -$87K – 813
2020
Q1 		$87K Buy
+280
New +$99.2K 0.03% 221

Other funds holding ROP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Focused Wealth Management's ROP Position: Q2 2020 in Review

Focused Wealth Management sold out of Roper Technologies (ROP) in Q2 2020, closing a stake of 280 shares — an estimated $87K sold.

Focused Wealth Management first reported a position in ROP in Q1 2020 and held it in 1 quarter. The position peaked at $87K in Q1 2020. 906 funds tracked by Wall St. Rank hold ROP as of Q2 2020.

  • Focused Wealth Management reported no remaining Roper Technologies position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 280 Roper Technologies shares in Q2 2020, an estimated $87K.
  • Focused Wealth Management first reported a position in Roper Technologies in Q1 2020 and held it in 1 quarter.
  • Focused Wealth Management's Roper Technologies position peaked at $87K in Q1 2020.
  • 906 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.