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MinichMacGregor Wealth Management’s Roper Technologies ROP Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-27
Closed -$11.7K – 522
2022
Q4 		$11.7K Buy
+27
New +$11.1K ﹤0.01% 386
2018
Q4 		– Sell
-30
Closed -$8K – 418
2018
Q3 		$8K Hold
30
– – 0.01% 341
2018
Q2 		$8K Hold
30
– – 0.01% 339
2018
Q1 		$8K Hold
30
– – 0.01% 333
2017
Q4 		$7K Hold
30
– – 0.01% 341
2017
Q3 		$7K Sell
30
-1
-3% -$235 0.01% 324
2017
Q2 		$7K Buy
+31
New +$6.86K 0.01% 321

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

MinichMacGregor Wealth Management's ROP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Roper Technologies (ROP) in Q1 2023, closing a stake of 27 shares — an estimated $11.7K sold.

MinichMacGregor Wealth Management first reported a position in ROP in Q2 2017 and held it in 7 quarters. The position peaked at $11.7K in Q4 2022. 1,072 funds tracked by Wall St. Rank hold ROP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Roper Technologies position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 27 Roper Technologies shares in Q1 2023, an estimated $11.7K.
  • MinichMacGregor Wealth Management first reported a position in Roper Technologies in Q2 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Roper Technologies position peaked at $11.7K in Q4 2022.
  • 1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.