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Financial Synergies Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q4 		– Sell
-8
Closed -$841 – 500
2022
Q3 		$841 Buy
+8
New +$954 ﹤0.01% 320

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Financial Synergies Wealth Advisors's TROW Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of T. Rowe Price (TROW) in Q4 2022, closing a stake of 8 shares — an estimated $841 sold.

Financial Synergies Wealth Advisors first reported a position in TROW in Q3 2022 and held it in 1 quarter. The position peaked at $841 in Q3 2022. 1,020 funds tracked by Wall St. Rank hold TROW as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining T. Rowe Price position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 8 T. Rowe Price shares in Q4 2022, an estimated $841.
  • Financial Synergies Wealth Advisors first reported a position in T. Rowe Price in Q3 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's T. Rowe Price position peaked at $841 in Q3 2022.
  • 1,020 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.