AWMS
TROW icon

Advocacy Wealth Management Services’s T. Rowe Price TROW Stock Holding History

Advocacy Wealth Management Services’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10
Closed -$1K – 179
2019
Q2 		$1K Buy
+10
New +$1.05K ﹤0.01% 169
2019
Q1 		– Sell
-74
Closed -$7K – 172
2018
Q4 		$7K Hold
74
– – 0.01% 131
2018
Q3 		$8K Hold
74
– – ﹤0.01% 144
2018
Q2 		$9K Hold
74
– – 0.01% 138
2018
Q1 		$8K Hold
74
– – 0.01% 166
2017
Q4 		$8K Hold
74
– – 0.01% 175
2017
Q3 		$7K Hold
74
– – ﹤0.01% 220
2017
Q2 		$5K Hold
74
– – ﹤0.01% 237
2017
Q1 		$5K Hold
74
– – ﹤0.01% 261
2016
Q4 		$6K Sell
74
-300
-80% -$21.3K ﹤0.01% 245
2016
Q3 		$25K Hold
374
– – 0.01% 179
2016
Q2 		$27K Sell
374
-62
-14% -$4.62K 0.01% 200
2016
Q1 		$32K Buy
+436
New +$30.3K 0.02% 229

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return