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Laidlaw Wealth Management’s Roper Technologies ROP Stock Holding History

Laidlaw 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
Q1 		– Sell
-464
Closed -$253K – 227
2023
Q4 		$253K Buy
+464
New +$239K 0.09% 207

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State Street
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Laidlaw Wealth Management's ROP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Roper Technologies (ROP) in Q1 2024, closing a stake of 464 shares — an estimated $253K sold.

Laidlaw Wealth Management first reported a position in ROP in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold ROP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Roper Technologies position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 464 Roper Technologies shares in Q1 2024, an estimated $253K.
  • Laidlaw Wealth Management first reported a position in Roper Technologies in Q4 2023 and held it in 1 quarter.
  • Laidlaw Wealth Management's Roper Technologies position peaked at $253K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.