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Sutton Wealth Advisors’s Roper Technologies ROP Stock Holding History

Sutton 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
2023
Q3 		$16.5K Buy
34
+6
+21% +$2.94K 0.01% 383
2023
Q2 		$13.5K Hold
28
– – 0.01% 413
2023
Q1 		$12.3K Sell
28
-47
-63% -$20.3K 0.01% 384
2022
Q4 		$32.4K Sell
75
-12
-14% -$4.94K 0.01% 521
2022
Q3 		$31.3K Buy
87
+18
+26% +$7.33K 0.01% 512
2022
Q2 		$27.2K Sell
69
-2
-3% -$870 0.01% 564
2022
Q1 		$33.5K Buy
71
+3
+4% +$1.35K 0.01% 534
2021
Q4 		$33.4K Buy
68
+1
+1% +$476 0.01% 540
2021
Q3 		$29.9K Hold
67
– – 0.01% 563
2021
Q2 		$31.5K Hold
67
– – 0.01% 554
2021
Q1 		$27K Hold
67
– – 0.01% 586
2020
Q4 		$28.9K Buy
67
+4
+6% +$1.64K 0.01% 507
2020
Q3 		$24.9K Hold
63
– – 0.01% 482
2020
Q2 		$24.5K Hold
63
– – 0.01% 479
2020
Q1 		$19.6K Buy
63
+3
+5% +$1.06K 0.01% 481
2019
Q4 		$21.3K Hold
60
– – 0.01% 583
2019
Q3 		$21.4K Hold
60
– – 0.01% 564
2019
Q2 		$22K Buy
60
+3
+5% +$1.06K 0.01% 541
2019
Q1 		$19.5K Hold
57
– – 0.01% 578
2018
Q4 		$15.2K Hold
57
– – 0.01% 616
2018
Q3 		$16.9K Sell
57
-42
-42% -$12.4K 0.01% 652
2018
Q2 		$27.3K Sell
99
-48
-33% -$13.2K 0.02% 470
2018
Q1 		$41.3K Buy
147
+102
+227% +$28.1K 0.03% 323
2017
Q4 		$11.7K Hold
45
– – 0.01% 731
2017
Q3 		$11K Hold
45
– – 0.01% 746
2017
Q2 		$10.4K Hold
45
– – 0.01% 740
2017
Q1 		$9.29K Hold
45
– – 0.01% 729
2016
Q4 		$8.24K Buy
45
+41
+1,025% +$7.35K 0.01% 741
2016
Q3 		$730 Hold
4
– – ﹤0.01% 979
2016
Q2 		$682 Hold
4
– – ﹤0.01% 949
2016
Q1 		$731 Buy
+4
New +$689 ﹤0.01% 934

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Sutton Wealth Advisors's ROP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Roper Technologies (ROP) stake by 21% in Q3 2023, buying an estimated $2.94K and bringing the position to 34 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #383.

Sutton Wealth Advisors first reported a position in ROP in Q1 2016 and has held it in 31 quarters since. The position peaked at $41.3K in Q1 2018. 1,111 funds tracked by Wall St. Rank hold ROP as of Q3 2023.

  • Sutton Wealth Advisors held 34 shares of Roper Technologies worth $16.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 6 Roper Technologies shares in Q3 2023, an estimated $2.94K.
  • Roper Technologies made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #383 holding.
  • Sutton Wealth Advisors first reported a position in Roper Technologies in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Roper Technologies position peaked at $41.3K in Q1 2018.
  • 1,111 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.