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Laurel Wealth Advisors (California)’s T. Rowe Price Equity Income ETF TEQI Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio TEQI Stock Details TEQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-93,340
Closed -$3.37M – 802
2021
Q4 		$3.37M Buy
93,340
+41,309
+79% +$1.47M 0.26% 94
2021
Q3 		$1.78M Buy
52,031
+5,979
+13% +$208K 0.33% 62
2021
Q2 		$1.6M Buy
+46,052
New +$1.61M 0.21% 114

Other funds holding TEQI

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TEQI Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of T. Rowe Price Equity Income ETF (TEQI) in Q1 2022, closing a stake of 93,340 shares — an estimated $3.37M sold.

Laurel Wealth Advisors (California) first reported a position in TEQI in Q2 2021 and held it in 3 quarters. The position peaked at $3.37M in Q4 2021. 19 funds tracked by Wall St. Rank hold TEQI as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining T. Rowe Price Equity Income ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 93,340 T. Rowe Price Equity Income ETF shares in Q1 2022, an estimated $3.37M.
  • Laurel Wealth Advisors (California) first reported a position in T. Rowe Price Equity Income ETF in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s T. Rowe Price Equity Income ETF position peaked at $3.37M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held T. Rowe Price Equity Income ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.