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WR Wealth Planners’s Roper Technologies ROP Stock Holding History

WR Wealth Planners’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
Q4 		$18.7K Buy
36
+1
+3% +$549 0.01% 479
2024
Q3 		$19.5K Buy
35
+29
+483% +$15.9K 0.01% 490
2024
Q2 		$3.38K Buy
6
+2
+50% +$1.08K ﹤0.01% 782
2024
Q1 		$2.24K Buy
+4
New +$2.18K ﹤0.01% 856

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ROP Position: Q4 2024 in Review

WR Wealth Planners increased its Roper Technologies (ROP) stake by 2.9% in Q4 2024, buying an estimated $549 and bringing the position to 36 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #479.

WR Wealth Planners first reported a position in ROP in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.5K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold ROP as of Q4 2024.

  • WR Wealth Planners held 36 shares of Roper Technologies worth $18.7K as of Q4 2024.
  • WR Wealth Planners bought 1 Roper Technologies share in Q4 2024, an estimated $549.
  • Roper Technologies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #479 holding.
  • WR Wealth Planners first reported a position in Roper Technologies in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Roper Technologies position peaked at $19.5K in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Roper Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.