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Integer Wealth Advisors Group’s Roper Technologies ROP Stock Holding History

Integer Wealth Advisors Group’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
Q4 		– Sell
-600
Closed -$237K – 79
2020
Q3 		$237K Hold
600
– – 0.22% 63
2020
Q2 		$237K Hold
600
– – 0.24% 56
2020
Q1 		$215K Hold
600
– – 0.24% 59
2019
Q4 		$232K Buy
+600
New +$207K 0.23% 59

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Integer Wealth Advisors Group's ROP Position: Q4 2020 in Review

Integer Wealth Advisors Group sold out of Roper Technologies (ROP) in Q4 2020, closing a stake of 600 shares — an estimated $237K sold.

Integer Wealth Advisors Group first reported a position in ROP in Q4 2019 and held it in 4 quarters. The position peaked at $237K in Q3 2020. 974 funds tracked by Wall St. Rank hold ROP as of Q4 2020.

  • Integer Wealth Advisors Group reported no remaining Roper Technologies position as of Q4 2020 after selling out during the quarter.
  • Integer Wealth Advisors Group sold 600 Roper Technologies shares in Q4 2020, an estimated $237K.
  • Integer Wealth Advisors Group first reported a position in Roper Technologies in Q4 2019 and held it in 4 quarters.
  • Integer Wealth Advisors Group's Roper Technologies position peaked at $237K in Q3 2020.
  • 974 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2020.

Based on Integer Wealth Advisors Group's 13F filing for Q4 2020, filed 7 Jan 2021.