ARS Wealth Advisors’s T. Rowe Price TROW Stock Holding History

ARS Wealth Advisors’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
2017 Q4	–	Sell	-3,029	Closed	-$275K	–	127
2017 Q3	$275K	Buy	+3,029	New	+$251K	0.11%	99

Other funds holding TROW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ARS Wealth Advisors's TROW Position: Q4 2017 in Review

ARS Wealth Advisors sold out of T. Rowe Price (TROW) in Q4 2017, closing a stake of 3,029 shares — an estimated $275K sold.

ARS Wealth Advisors first reported a position in TROW in Q3 2017 and held it in 1 quarter. The position peaked at $275K in Q3 2017. 851 funds tracked by Wall St. Rank hold TROW as of Q4 2017.

ARS Wealth Advisors reported no remaining T. Rowe Price position as of Q4 2017 after selling out during the quarter.
ARS Wealth Advisors sold 3,029 T. Rowe Price shares in Q4 2017, an estimated $275K.
ARS Wealth Advisors first reported a position in T. Rowe Price in Q3 2017 and held it in 1 quarter.
ARS Wealth Advisors's T. Rowe Price position peaked at $275K in Q3 2017.
851 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2017.

Based on ARS Wealth Advisors's 13F filing for Q4 2017, filed 11 Jun 2021.