FGC
TROW icon

Financial Gravity Companies’s T. Rowe Price TROW Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$30K Buy
+320
New +$31.1K 0.03% 434
2018
Q1 		$39K Buy
349
+27
+8% +$3.01K 0.04% 390
2017
Q4 		$36K Buy
+322
New +$31.4K 0.04% 384

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Companies's TROW Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in T. Rowe Price (TROW) in Q4 2018: 320 shares worth $30K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TROW as recently as Q1 2018.

Financial Gravity Companies first reported a position in TROW in Q4 2017 and has held it in 3 quarters since. The position peaked at $39K in Q1 2018. 841 funds tracked by Wall St. Rank hold TROW as of Q4 2018.

  • Financial Gravity Companies held 320 shares of T. Rowe Price worth $30K as of Q4 2018.
  • T. Rowe Price was a new Financial Gravity Companies position in Q4 2018.
  • T. Rowe Price made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #434 holding.
  • Financial Gravity Companies first reported a position in T. Rowe Price in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's T. Rowe Price position peaked at $39K in Q1 2018.
  • 841 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.