DWM
TROW icon

Doyle Wealth Management’s T. Rowe Price TROW Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-200
Closed -$22K – 712
2019
Q2 		$22K Buy
+200
New +$21K ﹤0.01% 495
2019
Q1 		– Sell
-200
Closed -$18K – 700
2018
Q4 		$18K Buy
+200
New +$19.4K ﹤0.01% 529

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's TROW Position: Q3 2019 in Review

Doyle Wealth Management sold out of T. Rowe Price (TROW) in Q3 2019, closing a stake of 200 shares — an estimated $22K sold.

Doyle Wealth Management first reported a position in TROW in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q2 2019. 862 funds tracked by Wall St. Rank hold TROW as of Q3 2019.

  • Doyle Wealth Management reported no remaining T. Rowe Price position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 T. Rowe Price shares in Q3 2019, an estimated $22K.
  • Doyle Wealth Management first reported a position in T. Rowe Price in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's T. Rowe Price position peaked at $22K in Q2 2019.
  • 862 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.