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Polaris Wealth Advisory Group’s Roper Technologies ROP Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q1 		– Sell
-767
Closed -$204K – 168
2018
Q4 		$204K Buy
+767
New +$217K 0.02% 141

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Polaris Wealth Advisory Group's ROP Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Roper Technologies (ROP) in Q1 2019, closing a stake of 767 shares — an estimated $204K sold.

Polaris Wealth Advisory Group first reported a position in ROP in Q4 2018 and held it in 1 quarter. The position peaked at $204K in Q4 2018. 757 funds tracked by Wall St. Rank hold ROP as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining Roper Technologies position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 767 Roper Technologies shares in Q1 2019, an estimated $204K.
  • Polaris Wealth Advisory Group first reported a position in Roper Technologies in Q4 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Roper Technologies position peaked at $204K in Q4 2018.
  • 757 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.