JWM
TROW icon

Jeppson Wealth Management’s T. Rowe Price TROW Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-510
Closed -$65K – 419
2020
Q3 		$65K Buy
+510
New +$67.4K 0.05% 201

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Fayez Sarofim & Co
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jeppson Wealth Management's TROW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of T. Rowe Price (TROW) in Q4 2020, closing a stake of 510 shares — an estimated $65K sold.

Jeppson Wealth Management first reported a position in TROW in Q3 2020 and held it in 1 quarter. The position peaked at $65K in Q3 2020. 1,011 funds tracked by Wall St. Rank hold TROW as of Q4 2020.

  • Jeppson Wealth Management reported no remaining T. Rowe Price position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 510 T. Rowe Price shares in Q4 2020, an estimated $65K.
  • Jeppson Wealth Management first reported a position in T. Rowe Price in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's T. Rowe Price position peaked at $65K in Q3 2020.
  • 1,011 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.