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

BDO 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
2023 Q2	$7.62K	Buy	68 +15	+28%	+$1.64K	﹤0.01%	734
2023 Q1	$5.98K	Hold	53	–	–	﹤0.01%	776
2022 Q4	$5.78K	Hold	53	–	–	﹤0.01%	752
2022 Q3	$6K	Hold	53	–	–	﹤0.01%	799
2022 Q2	$6K	Hold	53	–	–	﹤0.01%	770
2022 Q1	$8K	Sell	53 -65	-55%	-$10K	﹤0.01%	770
2021 Q4	$23K	Buy	118 +65	+123%	+$13.2K	﹤0.01%	597
2021 Q3	$10K	Hold	53	–	–	﹤0.01%	734
2021 Q2	$10K	Hold	53	–	–	﹤0.01%	753
2021 Q1	$9K	Buy	+53	New	+$8.69K	﹤0.01%	759
2020 Q3	–	Sell	-250	Closed	-$31K	–	950
2020 Q2	$31K	Hold	250	–	–	0.01%	375
2020 Q1	$24K	Buy	+250	New	+$30.6K	﹤0.01%	428

Other funds holding TROW

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BDO Wealth Advisors's TROW Position: Q2 2023 in Review

BDO Wealth Advisors increased its T. Rowe Price (TROW) stake by 28% in Q2 2023, buying an estimated $1.64K and bringing the position to 68 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

BDO Wealth Advisors first reported a position in TROW in Q1 2020 and has held it in 12 quarters since. The position peaked at $31K in Q2 2020. 1,017 funds tracked by Wall St. Rank hold TROW as of Q2 2023.

BDO Wealth Advisors held 68 shares of T. Rowe Price worth $7.62K as of Q2 2023.
BDO Wealth Advisors bought 15 T. Rowe Price shares in Q2 2023, an estimated $1.64K.
T. Rowe Price made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #734 holding.
BDO Wealth Advisors first reported a position in T. Rowe Price in Q1 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's T. Rowe Price position peaked at $31K in Q2 2020.
1,017 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.