Householder Group Estate & Retirement Specialist’s T. Rowe Price TROW Stock Holding History

Householder Group Estate & Retirement Specialist’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	-2,947	Closed	-$321K	–	1166
2024 Q3	$321K	Buy	2,947 +140	+5%	+$15.4K	0.09%	182
2024 Q2	$323K	Buy	2,807 +418	+17%	+$48.1K	0.09%	181
2024 Q1	$291K	Sell	2,389 -235	-9%	-$26.2K	0.09%	190
2023 Q4	$282K	Buy	2,624 +280	+12%	+$27.9K	0.09%	194
2023 Q3	$246K	Buy	+2,344	New	+$264K	0.09%	189
2023 Q1	$7K	Buy	+64	New	+$7.31K	﹤0.01%	894

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TROW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 2,947 shares — an estimated $321K sold.

Householder Group Estate & Retirement Specialist first reported a position in TROW in Q1 2023 and held it in 6 quarters. The position peaked at $323K in Q2 2024. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,947 T. Rowe Price shares in Q4 2024, an estimated $321K.
Householder Group Estate & Retirement Specialist first reported a position in T. Rowe Price in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's T. Rowe Price position peaked at $323K in Q2 2024.
1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.