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Lenox Wealth Advisors’s Roper Technologies ROP Stock Holding History

Lenox Wealth 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
2022
Q1 		$2K Buy
4
+1
+33% +$450 ﹤0.01% 661
2021
Q4 		$1K Buy
+3
New +$1.43K ﹤0.01% 901
2021
Q2 		– Sell
-8
Closed -$3K – 785
2021
Q1 		$3K Buy
+8
New +$3.21K ﹤0.01% 578

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lenox Wealth Advisors's ROP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Roper Technologies (ROP) stake by 33% in Q1 2022, buying an estimated $450 and bringing the position to 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Lenox Wealth Advisors first reported a position in ROP in Q1 2021 and has held it in 3 quarters since. The position peaked at $3K in Q1 2021. 1,060 funds tracked by Wall St. Rank hold ROP as of Q1 2022.

  • Lenox Wealth Advisors held 4 shares of Roper Technologies worth $2K as of Q1 2022.
  • Lenox Wealth Advisors bought 1 Roper Technologies share in Q1 2022, an estimated $450.
  • Roper Technologies made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #661 holding.
  • Lenox Wealth Advisors first reported a position in Roper Technologies in Q1 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Roper Technologies position peaked at $3K in Q1 2021.
  • 1,060 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.