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Bourgeon Capital Management’s T. Rowe Price TROW Stock Holding History

Bourgeon Capital Management’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
2020
Q4 		– Sell
-14
Closed -$2K – 325
2020
Q3 		$2K Buy
+14
New +$1.85K ﹤0.01% 262

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Bourgeon Capital Management's TROW Position: Q4 2020 in Review

Bourgeon Capital Management sold out of T. Rowe Price (TROW) in Q4 2020, closing a stake of 14 shares — an estimated $2K sold.

Bourgeon Capital Management first reported a position in TROW in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 1,011 funds tracked by Wall St. Rank hold TROW as of Q4 2020.

  • Bourgeon Capital Management reported no remaining T. Rowe Price position as of Q4 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 14 T. Rowe Price shares in Q4 2020, an estimated $2K.
  • Bourgeon Capital Management first reported a position in T. Rowe Price in Q3 2020 and held it in 1 quarter.
  • Bourgeon Capital Management's T. Rowe Price position peaked at $2K in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2020.

Based on Bourgeon Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.