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Avantax Planning Partners’s T. Rowe Price TROW Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-621
Closed -$68K – 1116
2018
Q3 		$68K Buy
+621
New +$71.9K 0.01% 422
2018
Q2 		– Sell
-1,312
Closed -$142K – 1375
2018
Q1 		$142K Buy
+1,312
New +$146K 0.01% 346

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Avantax Planning Partners's TROW Position: Q4 2018 in Review

Avantax Planning Partners sold out of T. Rowe Price (TROW) in Q4 2018, closing a stake of 621 shares — an estimated $68K sold.

Avantax Planning Partners first reported a position in TROW in Q1 2018 and held it in 2 quarters. The position peaked at $142K in Q1 2018. 840 funds tracked by Wall St. Rank hold TROW as of Q4 2018.

  • Avantax Planning Partners reported no remaining T. Rowe Price position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 621 T. Rowe Price shares in Q4 2018, an estimated $68K.
  • Avantax Planning Partners first reported a position in T. Rowe Price in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's T. Rowe Price position peaked at $142K in Q1 2018.
  • 840 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.