EWM
TROW icon

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

EPG 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
2020
Q2 		– Sell
-177
Closed -$17K – 705
2020
Q1 		$17K Buy
177
+2
+1% +$245 0.01% 419
2019
Q4 		$21K Buy
+175
New +$20.7K 0.02% 343

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EPG Wealth Management's TROW Position: Q2 2020 in Review

EPG Wealth Management sold out of T. Rowe Price (TROW) in Q2 2020, closing a stake of 177 shares — an estimated $17K sold.

EPG Wealth Management first reported a position in TROW in Q4 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 922 funds tracked by Wall St. Rank hold TROW as of Q2 2020.

  • EPG Wealth Management reported no remaining T. Rowe Price position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 177 T. Rowe Price shares in Q2 2020, an estimated $17K.
  • EPG Wealth Management first reported a position in T. Rowe Price in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's T. Rowe Price position peaked at $21K in Q4 2019.
  • 922 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.