Selective Wealth Management’s Roper Technologies ROP Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-16	Closed	-$6K	–	598
2022 Q3	$6K	Hold	16	–	–	﹤0.01%	580
2022 Q2	$6K	Hold	16	–	–	﹤0.01%	616
2022 Q1	$8K	Hold	16	–	–	﹤0.01%	563
2021 Q4	$8K	Hold	16	–	–	﹤0.01%	509
2021 Q3	$7K	Hold	16	–	–	﹤0.01%	467
2021 Q2	$8K	Hold	16	–	–	0.01%	373
2021 Q1	$6K	Hold	16	–	–	0.01%	299
2020 Q4	$7K	Hold	16	–	–	﹤0.01%	271
2020 Q3	$6K	Hold	16	–	–	﹤0.01%	241
2020 Q2	$6K	Hold	16	–	–	0.01%	289
2020 Q1	$5K	Hold	16	–	–	0.01%	211
2019 Q4	$6K	Hold	16	–	–	0.01%	205
2019 Q3	$6K	Buy	+16	New	+$5.81K	0.01%	208

Other funds holding ROP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's ROP Position: Q4 2022 in Review

Selective Wealth Management sold out of Roper Technologies (ROP) in Q4 2022, closing a stake of 16 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in ROP in Q3 2019 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 1,072 funds tracked by Wall St. Rank hold ROP as of Q4 2022.

Selective Wealth Management reported no remaining Roper Technologies position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 16 Roper Technologies shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Roper Technologies in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Roper Technologies position peaked at $8K in Q1 2022.
1,072 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.