GJWM
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Gilliland Jeter Wealth Management’s T. Rowe Price TROW Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-707
Closed -$77K – 591
2024
Q3 		$77K Buy
+707
New +$77.6K 0.02% 253

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Gilliland Jeter Wealth Management's TROW Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 707 shares — an estimated $77K sold.

Gilliland Jeter Wealth Management first reported a position in TROW in Q3 2024 and held it in 1 quarter. The position peaked at $77K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 707 T. Rowe Price shares in Q4 2024, an estimated $77K.
  • Gilliland Jeter Wealth Management first reported a position in T. Rowe Price in Q3 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's T. Rowe Price position peaked at $77K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.