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Camarda Financial Advisors’s T. Rowe Price TROW Stock Holding History

Camarda Financial 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 		– Sell
-11,224
Closed -$1.27M – 87
2023
Q1 		$1.27M Buy
11,224
+3,580
+47% +$409K 0.95% 39
2022
Q4 		$834K Buy
+7,644
New +$865K 0.84% 52

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Fayez Sarofim & Co
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Camarda Financial Advisors's TROW Position: Q2 2023 in Review

Camarda Financial Advisors sold out of T. Rowe Price (TROW) in Q2 2023, closing a stake of 11,224 shares — an estimated $1.27M sold.

Camarda Financial Advisors first reported a position in TROW in Q4 2022 and held it in 2 quarters. The position peaked at $1.27M in Q1 2023. 1,017 funds tracked by Wall St. Rank hold TROW as of Q2 2023.

  • Camarda Financial Advisors reported no remaining T. Rowe Price position as of Q2 2023 after selling out during the quarter.
  • Camarda Financial Advisors sold 11,224 T. Rowe Price shares in Q2 2023, an estimated $1.27M.
  • Camarda Financial Advisors first reported a position in T. Rowe Price in Q4 2022 and held it in 2 quarters.
  • Camarda Financial Advisors's T. Rowe Price position peaked at $1.27M in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2023.

Based on Camarda Financial Advisors's 13F filing for Q2 2023, filed 17 Aug 2023.