HC Financial Advisors’s T. Rowe Price TROW Stock Holding History

HC Financial Advisors’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
2022 Q2	$6K	Buy	+50	New	+$6.36K	﹤0.01%	276
2021 Q3	–	Sell	-50	Closed	-$10K	–	361
2021 Q2	$10K	Hold	50	–	–	0.01%	252
2021 Q1	$9K	Hold	50	–	–	0.01%	266
2020 Q4	$8K	Sell	50 -18	-26%	-$2.58K	0.01%	281
2020 Q3	$9K	Hold	68	–	–	0.01%	274
2020 Q2	$8K	Hold	68	–	–	0.01%	262
2020 Q1	$7K	Buy	+68	New	+$8.33K	0.01%	269

Other funds holding TROW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HC Financial Advisors's TROW Position: Q2 2022 in Review

HC Financial Advisors opened a new position in T. Rowe Price (TROW) in Q2 2022: 50 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in TROW as recently as Q2 2021.

HC Financial Advisors first reported a position in TROW in Q1 2020 and has held it in 7 quarters since. The position peaked at $10K in Q2 2021. 1,043 funds tracked by Wall St. Rank hold TROW as of Q2 2022.

HC Financial Advisors held 50 shares of T. Rowe Price worth $6K as of Q2 2022.
T. Rowe Price was a new HC Financial Advisors position in Q2 2022.
T. Rowe Price made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #276 holding.
HC Financial Advisors first reported a position in T. Rowe Price in Q1 2020 and has held it in 7 quarters since.
HC Financial Advisors's T. Rowe Price position peaked at $10K in Q2 2021.
1,043 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.