FFA
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Founders Financial Alliance’s T. Rowe Price TROW Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-67
Closed -$9K – 1178
2020
Q3 		$9K Buy
+67
New +$8.86K 0.01% 802

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Alliance's TROW Position: Q4 2020 in Review

Founders Financial Alliance sold out of T. Rowe Price (TROW) in Q4 2020, closing a stake of 67 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in TROW in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 1,011 funds tracked by Wall St. Rank hold TROW as of Q4 2020.

  • Founders Financial Alliance reported no remaining T. Rowe Price position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 67 T. Rowe Price shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in T. Rowe Price in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's T. Rowe Price position peaked at $9K in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.