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JNBA Financial Advisors’s Roper Technologies ROP Stock Holding History

JNBA Financial Advisors’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
2023
Q1 		– Sell
-25
Closed -$10.8K – 731
2022
Q4 		$10.8K Sell
25
-3
-11% -$1.24K ﹤0.01% 443
2022
Q3 		$10K Buy
28
+3
+12% +$1.22K ﹤0.01% 460
2022
Q2 		$10K Hold
25
– – ﹤0.01% 489
2022
Q1 		$12K Hold
25
– – ﹤0.01% 482
2021
Q4 		$12K Sell
25
-31
-55% -$14.8K ﹤0.01% 507
2021
Q3 		$25K Buy
56
+31
+124% +$14.9K ﹤0.01% 386
2021
Q2 		$12K Hold
25
– – ﹤0.01% 468
2021
Q1 		$10K Buy
+25
New +$10K ﹤0.01% 466
2016
Q4 		– Sell
-144
Closed -$26K – 1151
2016
Q3 		$26K Buy
+144
New +$25.1K ﹤0.01% 730

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

JNBA Financial Advisors's ROP Position: Q1 2023 in Review

JNBA Financial Advisors sold out of Roper Technologies (ROP) in Q1 2023, closing a stake of 25 shares — an estimated $10.8K sold.

JNBA Financial Advisors first reported a position in ROP in Q3 2016 and held it in 9 quarters. The position peaked at $26K in Q3 2016. 1,072 funds tracked by Wall St. Rank hold ROP as of Q1 2023.

  • JNBA Financial Advisors reported no remaining Roper Technologies position as of Q1 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 25 Roper Technologies shares in Q1 2023, an estimated $10.8K.
  • JNBA Financial Advisors first reported a position in Roper Technologies in Q3 2016 and held it in 9 quarters.
  • JNBA Financial Advisors's Roper Technologies position peaked at $26K in Q3 2016.
  • 1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.