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Sage Private Wealth Group’s Roper Technologies ROP Stock Holding History

Sage Private Wealth 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
2022
Q3 		– Sell
-63
Closed -$25K – 192
2022
Q2 		$25K Hold
63
– – 0.04% 105
2022
Q1 		$30K Hold
63
– – 0.03% 105
2021
Q4 		$30K Hold
63
– – 0.04% 101
2021
Q3 		$28K Buy
+63
New +$30.2K 0.04% 104

Other funds holding ROP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Private Wealth Group's ROP Position: Q3 2022 in Review

Sage Private Wealth Group sold out of Roper Technologies (ROP) in Q3 2022, closing a stake of 63 shares — an estimated $25K sold.

Sage Private Wealth Group first reported a position in ROP in Q3 2021 and held it in 4 quarters. The position peaked at $30K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold ROP as of Q3 2022.

  • Sage Private Wealth Group reported no remaining Roper Technologies position as of Q3 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 63 Roper Technologies shares in Q3 2022, an estimated $25K.
  • Sage Private Wealth Group first reported a position in Roper Technologies in Q3 2021 and held it in 4 quarters.
  • Sage Private Wealth Group's Roper Technologies position peaked at $30K in Q1 2022.
  • 1,007 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2022.

Based on Sage Private Wealth Group's 13F filing for Q3 2022, filed 8 Nov 2022.