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Planning Directions’s Roper Technologies ROP Stock Holding History

Planning Directions’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
2020
Q2 		– Sell
-2,076
Closed -$647K – 94
2020
Q1 		$647K Buy
+2,076
New +$736K 0.91% 30

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Planning Directions's ROP Position: Q2 2020 in Review

Planning Directions sold out of Roper Technologies (ROP) in Q2 2020, closing a stake of 2,076 shares — an estimated $647K sold.

Planning Directions first reported a position in ROP in Q1 2020 and held it in 1 quarter. The position peaked at $647K in Q1 2020. 906 funds tracked by Wall St. Rank hold ROP as of Q2 2020.

  • Planning Directions reported no remaining Roper Technologies position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 2,076 Roper Technologies shares in Q2 2020, an estimated $647K.
  • Planning Directions first reported a position in Roper Technologies in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Roper Technologies position peaked at $647K in Q1 2020.
  • 906 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.