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

Lake Point 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
2019
Q1 		– Sell
-86
Closed -$8K – 853
2018
Q4 		$8K Buy
+86
New +$8.35K ﹤0.01% 506

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Point Wealth Management's TROW Position: Q1 2019 in Review

Lake Point Wealth Management sold out of T. Rowe Price (TROW) in Q1 2019, closing a stake of 86 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in TROW in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 841 funds tracked by Wall St. Rank hold TROW as of Q1 2019.

  • Lake Point Wealth Management reported no remaining T. Rowe Price position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 86 T. Rowe Price shares in Q1 2019, an estimated $8K.
  • Lake Point Wealth Management first reported a position in T. Rowe Price in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's T. Rowe Price position peaked at $8K in Q4 2018.
  • 841 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.