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

Clarus 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
2019 Q3	–	Sell	-764	Closed	-$84K	–	505
2019 Q2	$84K	Buy	764 +301	+65%	+$31.7K	0.06%	216
2019 Q1	$46K	Buy	463 +445	+2,472%	+$42.9K	0.03%	308
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	648
2018 Q3	$2K	Sell	18 -346	-95%	-$40.1K	﹤0.01%	676
2018 Q2	$39K	Buy	+364	New	+$42.3K	0.03%	323

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarus Wealth Advisors's TROW Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of T. Rowe Price (TROW) in Q3 2019, closing a stake of 764 shares — an estimated $84K sold.

Clarus Wealth Advisors first reported a position in TROW in Q2 2018 and held it in 5 quarters. The position peaked at $84K in Q2 2019. 862 funds tracked by Wall St. Rank hold TROW as of Q3 2019.

Clarus Wealth Advisors reported no remaining T. Rowe Price position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 764 T. Rowe Price shares in Q3 2019, an estimated $84K.
Clarus Wealth Advisors first reported a position in T. Rowe Price in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's T. Rowe Price position peaked at $84K in Q2 2019.
862 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.