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TFO Wealth Partners’s Roper Technologies ROP Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-15
Closed -$8.41K – 617
2024
Q1 		$8.41K Sell
15
-2
-12% -$1.09K ﹤0.01% 96
2023
Q4 		$9.27K Hold
17
– – ﹤0.01% 99
2023
Q3 		$8.17K Buy
17
+2
+13% +$980 ﹤0.01% 170
2023
Q2 		$7.21K Hold
15
– – ﹤0.01% 162
2023
Q1 		$6.61K Buy
+15
New +$6.48K ﹤0.01% 124
2022
Q3 		– Sell
-4
Closed -$2K – 419
2022
Q2 		$2K Buy
+4
New +$1.74K ﹤0.01% 349
2021
Q2 		– Sell
-55
Closed -$22K – 168
2021
Q1 		$22K Buy
+55
New +$22.1K 0.01% 100

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
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
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

TFO Wealth Partners's ROP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Roper Technologies (ROP) in Q2 2024, closing a stake of 15 shares — an estimated $8.41K sold.

TFO Wealth Partners first reported a position in ROP in Q1 2021 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 1,245 funds tracked by Wall St. Rank hold ROP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Roper Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 15 Roper Technologies shares in Q2 2024, an estimated $8.41K.
  • TFO Wealth Partners first reported a position in Roper Technologies in Q1 2021 and held it in 7 quarters.
  • TFO Wealth Partners's Roper Technologies position peaked at $22K in Q1 2021.
  • 1,245 funds tracked by Wall St. Rank held Roper Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.