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Regent Peak Wealth Advisors’s Roper Technologies ROP Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-79
Closed -$34K – 807
2020
Q4 		$34K Buy
+79
New +$32.4K 0.01% 363

Other funds holding ROP

T. Rowe Price Associates
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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Regent Peak Wealth Advisors's ROP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Roper Technologies (ROP) in Q1 2021, closing a stake of 79 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in ROP in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 961 funds tracked by Wall St. Rank hold ROP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Roper Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 79 Roper Technologies shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in Roper Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Roper Technologies position peaked at $34K in Q4 2020.
  • 961 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.