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Contravisory Investment Management’s T. Rowe Price TROW Stock Holding History

Contravisory Investment 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
2025
Q1 		– Sell
-37
Closed -$4.18K – 448
2024
Q4 		$4.18K Buy
+37
New +$4.28K ﹤0.01% 339
2022
Q1 		– Sell
-5,593
Closed -$1.1M – 382
2021
Q4 		$1.1M Buy
5,593
+707
+14% +$144K 0.3% 47
2021
Q3 		$961K Sell
4,886
-2
-0% -$421 0.29% 46
2021
Q2 		$968K Buy
4,888
+270
+6% +$50.5K 0.29% 46
2021
Q1 		$792K Buy
4,618
+83
+2% +$13.6K 0.25% 48
2020
Q4 		$687K Buy
4,535
+148
+3% +$21.2K 0.21% 52
2020
Q3 		$563K Buy
4,387
+2,014
+85% +$266K 0.19% 58
2020
Q2 		$296K Buy
+2,373
New +$271K 0.11% 104

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Contravisory Investment Management's TROW Position: Q1 2025 in Review

Contravisory Investment Management sold out of T. Rowe Price (TROW) in Q1 2025, closing a stake of 37 shares — an estimated $4.18K sold.

Contravisory Investment Management first reported a position in TROW in Q2 2020 and held it in 8 quarters. The position peaked at $1.1M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold TROW as of Q1 2025.

  • Contravisory Investment Management reported no remaining T. Rowe Price position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 37 T. Rowe Price shares in Q1 2025, an estimated $4.18K.
  • Contravisory Investment Management first reported a position in T. Rowe Price in Q2 2020 and held it in 8 quarters.
  • Contravisory Investment Management's T. Rowe Price position peaked at $1.1M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.