Jaffetilchin Investment Partners’s T. Rowe Price TROW Stock Holding History

Jaffetilchin Investment Partners’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	-33	Closed	-$3.61K	–	1223
2024 Q3	$3.61K	Buy	+33	New	+$3.62K	﹤0.01%	1099
2020 Q1	–	Sell	-2,085	Closed	-$254K	–	228
2019 Q4	$254K	Buy	+2,085	New	+$246K	0.05%	185
2018 Q4	–	Sell	-7,753	Closed	-$846K	–	349
2018 Q3	$846K	Sell	7,753 -386	-5%	-$44.7K	0.18%	95
2018 Q2	$945K	Buy	8,139 +4,394	+117%	+$511K	0.21%	87
2018 Q1	$404K	Buy	+3,745	New	+$417K	0.09%	207
2014 Q4	–	Sell	-4,376	Closed	-$343K	–	244
2014 Q3	$343K	Buy	4,376 +1	+0%	+$80	0.13%	142
2014 Q2	$369K	Buy	+4,375	New	+$357K	0.13%	142

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

Jaffetilchin Investment Partners's TROW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 33 shares — an estimated $3.61K sold.

Jaffetilchin Investment Partners first reported a position in TROW in Q2 2014 and held it in 7 quarters. The position peaked at $945K in Q2 2018. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 33 T. Rowe Price shares in Q4 2024, an estimated $3.61K.
Jaffetilchin Investment Partners first reported a position in T. Rowe Price in Q2 2014 and held it in 7 quarters.
Jaffetilchin Investment Partners's T. Rowe Price position peaked at $945K in Q2 2018.
1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.