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Long Island Wealth Management’s Roper Technologies ROP Stock Holding History

Long Island 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
-16
Closed -$9K – 329
2023
Q4 		$9K Buy
+16
New +$8.24K 0.01% 227

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Long Island Wealth Management's ROP Position: Q1 2024 in Review

Long Island Wealth Management sold out of Roper Technologies (ROP) in Q1 2024, closing a stake of 16 shares — an estimated $9K sold.

Long Island Wealth Management first reported a position in ROP in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold ROP as of Q1 2024.

  • Long Island Wealth Management reported no remaining Roper Technologies position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 16 Roper Technologies shares in Q1 2024, an estimated $9K.
  • Long Island Wealth Management first reported a position in Roper Technologies in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Roper Technologies position peaked at $9K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2024.

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