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SYSTM Wealth Solutions’s Roper Technologies ROP Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-11
Closed -$6.2K – 511
2024
Q2 		$6.2K Sell
11
-947
-99% -$511K ﹤0.01% 543
2024
Q1 		$537K Buy
958
+138
+17% +$75.3K 0.07% 278
2023
Q4 		$447K Buy
+820
New +$422K 0.06% 284
2023
Q1 		– Sell
-5,276
Closed -$2.28M – 515
2022
Q4 		$2.28M Buy
+5,276
New +$2.17M 0.28% 96

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's ROP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Roper Technologies (ROP) in Q3 2024, closing a stake of 11 shares — an estimated $6.2K sold.

SYSTM Wealth Solutions first reported a position in ROP in Q4 2022 and held it in 4 quarters. The position peaked at $2.28M in Q4 2022. 1,245 funds tracked by Wall St. Rank hold ROP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Roper Technologies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 11 Roper Technologies shares in Q3 2024, an estimated $6.2K.
  • SYSTM Wealth Solutions first reported a position in Roper Technologies in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Roper Technologies position peaked at $2.28M in Q4 2022.
  • 1,245 funds tracked by Wall St. Rank held Roper Technologies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.