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Gerber Kawasaki Wealth & Investment Management’s T. Rowe Price TROW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-3
Closed -$3K – 1034
2021
Q3 		$3K Buy
+3
New +$632 ﹤0.01% 858
2018
Q3 		– Sell
-1,790
Closed -$208K – 126
2018
Q2 		$208K Sell
1,790
-95
-5% -$11K 0.06% 97
2018
Q1 		$203K Buy
+1,885
New +$210K 0.07% 110

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TROW Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of T. Rowe Price (TROW) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TROW in Q1 2018 and held it in 3 quarters. The position peaked at $208K in Q2 2018. 1,148 funds tracked by Wall St. Rank hold TROW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining T. Rowe Price position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 T. Rowe Price shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in T. Rowe Price in Q1 2018 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's T. Rowe Price position peaked at $208K in Q2 2018.
  • 1,148 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.