YorkBridge Wealth Partners’s Roper Technologies ROP Stock Holding History

YorkBridge 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
2020 Q1	–	Sell	-795	Closed	-$282K	–	175
2019 Q4	$282K	Hold	795	–	–	0.13%	148
2019 Q3	$283K	Sell	795 -11	-1%	-$4K	0.14%	139
2019 Q2	$295K	Sell	806 -1	-0.1%	-$355	0.13%	144
2019 Q1	$276K	Sell	807 -525	-39%	-$159K	0.13%	140
2018 Q4	$355K	Sell	1,332 -350	-21%	-$99K	0.19%	116
2018 Q3	$502K	Hold	1,682	–	–	0.23%	99
2018 Q2	$464K	Hold	1,682	–	–	0.2%	104
2018 Q1	$462K	Hold	1,682	–	–	0.21%	102
2017 Q4	$449K	Hold	1,682	–	–	0.22%	101
2017 Q3	$409K	Hold	1,682	–	–	0.21%	101
2017 Q2	$391K	Buy	1,682 +67	+4%	+$14.8K	0.21%	102
2017 Q1	$351K	Hold	1,615	–	–	0.18%	112
2016 Q4	$296K	Buy	+1,615	New	+$290K	0.17%	117

Other funds holding ROP

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

YorkBridge Wealth Partners's ROP Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of Roper Technologies (ROP) in Q1 2020, closing a stake of 795 shares — an estimated $282K sold.

YorkBridge Wealth Partners first reported a position in ROP in Q4 2016 and held it in 13 quarters. The position peaked at $502K in Q3 2018. 839 funds tracked by Wall St. Rank hold ROP as of Q1 2020.

YorkBridge Wealth Partners reported no remaining Roper Technologies position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 795 Roper Technologies shares in Q1 2020, an estimated $282K.
YorkBridge Wealth Partners first reported a position in Roper Technologies in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's Roper Technologies position peaked at $502K in Q3 2018.
839 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.