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Atwood & Palmer’s T. Rowe Price TROW Stock Holding History

Atwood & Palmer’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
2021
Q2 		– Sell
-125
Closed -$21K – 450
2021
Q1 		$21K Hold
125
– – ﹤0.01% 290
2020
Q4 		$19K Hold
125
– – ﹤0.01% 283
2020
Q3 		$16K Hold
125
– – ﹤0.01% 243
2020
Q2 		$15K Hold
125
– – ﹤0.01% 244
2020
Q1 		$12K Buy
+125
New +$15.3K ﹤0.01% 248
2018
Q3 		– Sell
-32
Closed -$4K – 333
2018
Q2 		$4K Buy
+32
New +$3.72K ﹤0.01% 279

Other funds holding TROW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Atwood & Palmer's TROW Position: Q2 2021 in Review

Atwood & Palmer sold out of T. Rowe Price (TROW) in Q2 2021, closing a stake of 125 shares — an estimated $21K sold.

Atwood & Palmer first reported a position in TROW in Q2 2018 and held it in 6 quarters. The position peaked at $21K in Q1 2021. 1,075 funds tracked by Wall St. Rank hold TROW as of Q2 2021.

  • Atwood & Palmer reported no remaining T. Rowe Price position as of Q2 2021 after selling out during the quarter.
  • Atwood & Palmer sold 125 T. Rowe Price shares in Q2 2021, an estimated $21K.
  • Atwood & Palmer first reported a position in T. Rowe Price in Q2 2018 and held it in 6 quarters.
  • Atwood & Palmer's T. Rowe Price position peaked at $21K in Q1 2021.
  • 1,075 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.