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Jamison Private Wealth Management’s Roper Technologies ROP Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-7
Closed -$3.9K – 411
2024
Q3 		$3.9K Hold
7
– – ﹤0.01% 394
2024
Q2 		$3.95K Hold
7
– – ﹤0.01% 361
2024
Q1 		$3.93K Hold
7
– – ﹤0.01% 371
2023
Q4 		$3.82K Hold
7
– – ﹤0.01% 353
2023
Q3 		$3.39K Buy
+7
New +$3.43K ﹤0.01% 349

Other funds holding ROP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jamison Private Wealth Management's ROP Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Roper Technologies (ROP) in Q4 2024, closing a stake of 7 shares — an estimated $3.9K sold.

Jamison Private Wealth Management first reported a position in ROP in Q3 2023 and held it in 5 quarters. The position peaked at $3.95K in Q2 2024. 1,304 funds tracked by Wall St. Rank hold ROP as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Roper Technologies position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 7 Roper Technologies shares in Q4 2024, an estimated $3.9K.
  • Jamison Private Wealth Management first reported a position in Roper Technologies in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Roper Technologies position peaked at $3.95K in Q2 2024.
  • 1,304 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.