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Keebeck Wealth Management’s Roper Technologies ROP Stock Holding History

Keebeck 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
2020
Q3 		– Sell
-29
Closed -$11K – 320
2020
Q2 		$11K Buy
+29
New +$10.4K ﹤0.01% 308
2020
Q1 		– Sell
-29
Closed -$10K – 294
2019
Q4 		$10K Buy
+29
New +$10K ﹤0.01% 295

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Keebeck Wealth Management's ROP Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Roper Technologies (ROP) in Q3 2020, closing a stake of 29 shares — an estimated $11K sold.

Keebeck Wealth Management first reported a position in ROP in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 941 funds tracked by Wall St. Rank hold ROP as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Roper Technologies position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 29 Roper Technologies shares in Q3 2020, an estimated $11K.
  • Keebeck Wealth Management first reported a position in Roper Technologies in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Roper Technologies position peaked at $11K in Q2 2020.
  • 941 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.