Gradient Investments’s Roper Technologies ROP Stock Holding History

Gradient Investments’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 Q1	–	Sell	-4	Closed	-$2.18K	–	1714
2023 Q4	$2.18K	Sell	4 -40	-91%	-$20.6K	﹤0.01%	1205
2023 Q3	$21.3K	Buy	44 +40	+1,000%	+$19.6K	﹤0.01%	667
2023 Q2	$1.92K	Buy	+4	New	+$1.81K	﹤0.01%	1166
2022 Q4	–	Sell	-2	Closed	-$1K	–	1637
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	1284
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	1164
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	1124
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	1177
2021 Q3	$1K	Sell	2 -12	-86%	-$5.75K	﹤0.01%	1100
2021 Q2	$7K	Buy	14 +12	+600%	+$5.3K	﹤0.01%	829
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	1104
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	1078
2020 Q3	$1K	Hold	2	–	–	﹤0.01%	1083
2020 Q2	$1K	Hold	2	–	–	﹤0.01%	998
2020 Q1	$1K	Hold	2	–	–	﹤0.01%	1031
2019 Q4	$1K	Hold	2	–	–	﹤0.01%	1048
2019 Q3	$1K	Buy	+2	New	+$726	﹤0.01%	1040
2018 Q1	–	Sell	-1	Closed	–	–	1138
2017 Q4	$0	Buy	+1	New	+$257	﹤0.01%	1073

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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

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

Gradient Investments's ROP Position: Q1 2024 in Review

Gradient Investments sold out of Roper Technologies (ROP) in Q1 2024, closing a stake of 4 shares — an estimated $2.18K sold.

Gradient Investments first reported a position in ROP in Q4 2017 and held it in 17 quarters. The position peaked at $21.3K in Q3 2023. 1,236 funds tracked by Wall St. Rank hold ROP as of Q1 2024.

Gradient Investments reported no remaining Roper Technologies position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 4 Roper Technologies shares in Q1 2024, an estimated $2.18K.
Gradient Investments first reported a position in Roper Technologies in Q4 2017 and held it in 17 quarters.
Gradient Investments's Roper Technologies position peaked at $21.3K in Q3 2023.
1,236 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.