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Planning Capital Management Corporation’s Roper Technologies ROP Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-120
Closed -$67.6K – 887
2024
Q2 		$67.6K Hold
120
– – 0.05% 178
2024
Q1 		$67.3K Hold
120
– – 0.05% 171
2023
Q4 		$65.4K Buy
+120
New +$61.8K 0.05% 171

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T. Rowe Price Investment Management
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Morgan Stanley
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Franklin Resources
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Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Capital Management Corporation's ROP Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Roper Technologies (ROP) in Q3 2024, closing a stake of 120 shares — an estimated $67.6K sold.

Planning Capital Management Corporation first reported a position in ROP in Q4 2023 and held it in 3 quarters. The position peaked at $67.6K in Q2 2024. 1,246 funds tracked by Wall St. Rank hold ROP as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Roper Technologies position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 120 Roper Technologies shares in Q3 2024, an estimated $67.6K.
  • Planning Capital Management Corporation first reported a position in Roper Technologies in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Roper Technologies position peaked at $67.6K in Q2 2024.
  • 1,246 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.