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Insight Wealth Strategies’s Roper Technologies ROP Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-605
Closed -$244K – 227
2021
Q1 		$244K Sell
605
-9
-1% -$3.61K 0.03% 198
2020
Q4 		$265K Sell
614
-21
-3% -$8.62K 0.05% 181
2020
Q3 		$251K Buy
635
+46
+8% +$19.1K 0.05% 169
2020
Q2 		$229K Buy
+589
New +$211K 0.05% 154

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Insight Wealth Strategies's ROP Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Roper Technologies (ROP) in Q2 2021, closing a stake of 605 shares — an estimated $244K sold.

Insight Wealth Strategies first reported a position in ROP in Q2 2020 and held it in 4 quarters. The position peaked at $265K in Q4 2020. 962 funds tracked by Wall St. Rank hold ROP as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Roper Technologies position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 605 Roper Technologies shares in Q2 2021, an estimated $244K.
  • Insight Wealth Strategies first reported a position in Roper Technologies in Q2 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's Roper Technologies position peaked at $265K in Q4 2020.
  • 962 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.