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Bedel Financial Consulting’s T. Rowe Price TROW Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-75
Closed -$15K – 1080
2021
Q3 		$15K Hold
75
– – 0.01% 603
2021
Q2 		$15K Hold
75
– – 0.01% 606
2021
Q1 		$13K Hold
75
– – 0.01% 599
2020
Q4 		$11K Hold
75
– – ﹤0.01% 543
2020
Q3 		$10K Buy
+75
New +$9.92K 0.01% 526
2020
Q2 		– Sell
-5
Closed -$1K – 918
2020
Q1 		$1K Buy
+5
New +$612 ﹤0.01% 769

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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

Bedel Financial Consulting's TROW Position: Q4 2021 in Review

Bedel Financial Consulting sold out of T. Rowe Price (TROW) in Q4 2021, closing a stake of 75 shares — an estimated $15K sold.

Bedel Financial Consulting first reported a position in TROW in Q1 2020 and held it in 6 quarters. The position peaked at $15K in Q3 2021. 1,147 funds tracked by Wall St. Rank hold TROW as of Q4 2021.

  • Bedel Financial Consulting reported no remaining T. Rowe Price position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 75 T. Rowe Price shares in Q4 2021, an estimated $15K.
  • Bedel Financial Consulting first reported a position in T. Rowe Price in Q1 2020 and held it in 6 quarters.
  • Bedel Financial Consulting's T. Rowe Price position peaked at $15K in Q3 2021.
  • 1,147 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.