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Keener Financial Planning’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Keener Financial Planning’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,493
Closed -$49K – 193
2024
Q3 		$49K Buy
+1,493
New +$47.8K 0.03% 88

Other funds holding TCAF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Keener Financial Planning's TCAF Position: Q4 2024 in Review

Keener Financial Planning sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q4 2024, closing a stake of 1,493 shares — an estimated $49K sold.

Keener Financial Planning first reported a position in TCAF in Q3 2024 and held it in 1 quarter. The position peaked at $49K in Q3 2024. 248 funds tracked by Wall St. Rank hold TCAF as of Q4 2024.

  • Keener Financial Planning reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 1,493 T. Rowe Price Capital Appreciation Equity ETF shares in Q4 2024, an estimated $49K.
  • Keener Financial Planning first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's T. Rowe Price Capital Appreciation Equity ETF position peaked at $49K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.