First Personal Financial Services’s T. Rowe Price TROW Stock Holding History

First Personal Financial Services’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	-100	Closed	-$10.9K	–	432
2022 Q4	$10.9K	Hold	100	–	–	﹤0.01%	322
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	335
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	276
2022 Q1	$15K	Sell	100 -50	-33%	-$7.72K	﹤0.01%	271
2021 Q4	$29K	Hold	150	–	–	0.01%	229
2021 Q3	$30K	Hold	150	–	–	0.01%	223
2021 Q2	$30K	Hold	150	–	–	0.01%	227
2021 Q1	$26K	Hold	150	–	–	0.01%	223
2020 Q4	$23K	Hold	150	–	–	0.01%	231
2020 Q3	$19K	Hold	150	–	–	0.01%	232
2020 Q2	$19K	Buy	+150	New	+$17.1K	0.01%	229
2020 Q1	–	Sell	-12	Closed	-$1K	–	510
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	493
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	511
2019 Q2	$1K	Buy	+12	New	+$1.26K	﹤0.01%	761
2018 Q1	–	Sell	-130	Closed	-$14K	–	1073
2017 Q4	$14K	Buy	+130	New	+$12.7K	﹤0.01%	723
2016 Q1	–	Sell	-26	Closed	-$2K	–	394
2015 Q4	$2K	Buy	+26	New	+$1.91K	﹤0.01%	376
2015 Q3	–	Sell	-20	Closed	-$2K	–	490
2015 Q2	$2K	Hold	20	–	–	﹤0.01%	412
2015 Q1	$2K	Hold	20	–	–	﹤0.01%	470
2014 Q4	$1K	Buy	+20	New	+$1.63K	﹤0.01%	443

Other funds holding TROW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Personal Financial Services's TROW Position: Q1 2023 in Review

First Personal Financial Services sold out of T. Rowe Price (TROW) in Q1 2023, closing a stake of 100 shares — an estimated $10.9K sold.

First Personal Financial Services first reported a position in TROW in Q4 2014 and held it in 19 quarters. The position peaked at $30K in Q3 2021. 1,011 funds tracked by Wall St. Rank hold TROW as of Q1 2023.

First Personal Financial Services reported no remaining T. Rowe Price position as of Q1 2023 after selling out during the quarter.
First Personal Financial Services sold 100 T. Rowe Price shares in Q1 2023, an estimated $10.9K.
First Personal Financial Services first reported a position in T. Rowe Price in Q4 2014 and held it in 19 quarters.
First Personal Financial Services's T. Rowe Price position peaked at $30K in Q3 2021.
1,011 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.