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Resurgent Financial Advisors’s Roper Technologies ROP Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-402
Closed -$219K – 415
2023
Q4 		$219K Buy
402
+139
+53% +$71.6K 0.13% 156
2023
Q3 		$127K Hold
263
– – 0.09% 197
2023
Q2 		$126K Buy
263
+8
+3% +$3.62K 0.08% 203
2023
Q1 		$112K Buy
255
+78
+44% +$33.7K 0.07% 217
2022
Q4 		$76.5K Buy
+177
New +$72.9K 0.04% 349

Other funds holding ROP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Resurgent Financial Advisors's ROP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Roper Technologies (ROP) in Q1 2024, closing a stake of 402 shares — an estimated $219K sold.

Resurgent Financial Advisors first reported a position in ROP in Q4 2022 and held it in 5 quarters. The position peaked at $219K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold ROP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Roper Technologies position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 402 Roper Technologies shares in Q1 2024, an estimated $219K.
  • Resurgent Financial Advisors first reported a position in Roper Technologies in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Roper Technologies position peaked at $219K in Q4 2023.
  • 1,236 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.