Estate Counselors’s T. Rowe Price TROW Stock Holding History

Estate Counselors’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 Q1	–	Sell	-8,820	Closed	-$962K	–	164
2022 Q4	$962K	Hold	8,820	–	–	0.13%	107
2022 Q3	$926K	Buy	+8,820	New	+$1.05M	0.14%	84

Other funds holding TROW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Estate Counselors's TROW Position: Q1 2023 in Review

Estate Counselors sold out of T. Rowe Price (TROW) in Q1 2023, closing a stake of 8,820 shares — an estimated $962K sold.

Estate Counselors first reported a position in TROW in Q3 2022 and held it in 2 quarters. The position peaked at $962K in Q4 2022. 1,010 funds tracked by Wall St. Rank hold TROW as of Q1 2023.

Estate Counselors reported no remaining T. Rowe Price position as of Q1 2023 after selling out during the quarter.
Estate Counselors sold 8,820 T. Rowe Price shares in Q1 2023, an estimated $962K.
Estate Counselors first reported a position in T. Rowe Price in Q3 2022 and held it in 2 quarters.
Estate Counselors's T. Rowe Price position peaked at $962K in Q4 2022.
1,010 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.