Independent Solutions Wealth Management’s Roper Technologies ROP Stock Holding History

Independent Solutions 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 Q3	–	Sell	-617	Closed	-$243K	–	223
2022 Q2	$243K	Buy	617 +64	+12%	+$27.8K	0.08%	184
2022 Q1	$261K	Sell	553 -35	-6%	-$15.7K	0.06%	190
2021 Q4	$289K	Sell	588 -7	-1%	-$3.33K	0.07%	183
2021 Q3	$265K	Sell	595 -2	-0.3%	-$958	0.07%	191
2021 Q2	$281K	Sell	597 -53	-8%	-$23.4K	0.07%	181
2021 Q1	$262K	Buy	650 +26	+4%	+$10.4K	0.07%	164
2020 Q4	$269K	Buy	624 +63	+11%	+$25.9K	0.08%	156
2020 Q3	$222K	Hold	561	–	–	0.08%	155
2020 Q2	$218K	Buy	+561	New	+$201K	0.09%	143

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Independent Solutions Wealth Management's ROP Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Roper Technologies (ROP) in Q3 2022, closing a stake of 617 shares — an estimated $243K sold.

Independent Solutions Wealth Management first reported a position in ROP in Q2 2020 and held it in 9 quarters. The position peaked at $289K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold ROP as of Q3 2022.

Independent Solutions Wealth Management reported no remaining Roper Technologies position as of Q3 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 617 Roper Technologies shares in Q3 2022, an estimated $243K.
Independent Solutions Wealth Management first reported a position in Roper Technologies in Q2 2020 and held it in 9 quarters.
Independent Solutions Wealth Management's Roper Technologies position peaked at $289K in Q4 2021.
1,007 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.