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Fortress Wealth Management’s T. Rowe Price Growth Stock ETF TGRW Stock Holding History

Fortress Wealth Management’s Portfolio TGRW Stock Details TGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-38,449
Closed -$804K – 58
2022
Q3 		$804K Sell
38,449
-122,319
-76% -$2.87M 0.82% 32
2022
Q2 		$3.48M Buy
+160,768
New +$3.89M 3.27% 8

Other funds holding TGRW

KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $295M AUM 18.48% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $199M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

Fortress Wealth Management's TGRW Position: Q4 2022 in Review

Fortress Wealth Management sold out of T. Rowe Price Growth Stock ETF (TGRW) in Q4 2022, closing a stake of 38,449 shares — an estimated $804K sold.

Fortress Wealth Management first reported a position in TGRW in Q2 2022 and held it in 2 quarters. The position peaked at $3.48M in Q2 2022. 15 funds tracked by Wall St. Rank hold TGRW as of Q4 2022.

  • Fortress Wealth Management reported no remaining T. Rowe Price Growth Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 38,449 T. Rowe Price Growth Stock ETF shares in Q4 2022, an estimated $804K.
  • Fortress Wealth Management first reported a position in T. Rowe Price Growth Stock ETF in Q2 2022 and held it in 2 quarters.
  • Fortress Wealth Management's T. Rowe Price Growth Stock ETF position peaked at $3.48M in Q2 2022.
  • 15 funds tracked by Wall St. Rank held T. Rowe Price Growth Stock ETF as of Q4 2022.

Based on Fortress Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.