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Liberty Wealth Management’s Roper Technologies ROP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-304
Closed -$142K – 897
2021
Q3 		$142K Buy
304
+152
+100% +$72.8K 0.05% 223
2021
Q2 		$71K Hold
152
– – 0.03% 258
2021
Q1 		$59K Hold
152
– – 0.03% 254
2020
Q4 		$59K Buy
152
+21
+16% +$8.62K 0.03% 252
2020
Q3 		$52K Sell
131
-12
-8% -$4.99K 0.03% 229
2020
Q2 		$56K Buy
+143
New +$51.2K 0.04% 207

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
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Liberty Wealth Management's ROP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Roper Technologies (ROP) in Q4 2021, closing a stake of 304 shares — an estimated $142K sold.

Liberty Wealth Management first reported a position in ROP in Q2 2020 and held it in 6 quarters. The position peaked at $142K in Q3 2021. 1,052 funds tracked by Wall St. Rank hold ROP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Roper Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 304 Roper Technologies shares in Q4 2021, an estimated $142K.
  • Liberty Wealth Management first reported a position in Roper Technologies in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Roper Technologies position peaked at $142K in Q3 2021.
  • 1,052 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.