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Legacy Wealth Management (Mississippi)’s Roper Technologies ROP Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022
Q2 		– Sell
-441
Closed -$208K – 96
2022
Q1 		$208K Hold
441
– – 0.11% 94
2021
Q4 		$217K Buy
+441
New +$210K 0.11% 102
2021
Q3 		– Sell
-441
Closed -$207K – 106
2021
Q2 		$207K Buy
+441
New +$195K 0.11% 101

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

Legacy Wealth Management (Mississippi)'s ROP Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Roper Technologies (ROP) in Q2 2022, closing a stake of 441 shares — an estimated $208K sold.

Legacy Wealth Management (Mississippi) first reported a position in ROP in Q2 2021 and held it in 3 quarters. The position peaked at $217K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold ROP as of Q2 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Roper Technologies position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 441 Roper Technologies shares in Q2 2022, an estimated $208K.
  • Legacy Wealth Management (Mississippi) first reported a position in Roper Technologies in Q2 2021 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s Roper Technologies position peaked at $217K in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.