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

Liberty 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
2021 Q4	–	Sell	-173	Closed	-$34K	–	1017
2021 Q3	$34K	Buy	173 +3	+2%	+$632	0.01%	510
2021 Q2	$34K	Buy	170 +2	+1%	+$374	0.01%	400
2021 Q1	$26K	Hold	168	–	–	0.01%	416
2020 Q4	$26K	Hold	168	–	–	0.01%	413
2020 Q3	$21K	Buy	168 +1	+0.6%	+$132	0.01%	393
2020 Q2	$21K	Buy	167 +1	+0.6%	+$114	0.01%	378
2020 Q1	$16K	Sell	166 -392	-70%	-$48K	0.01%	394
2019 Q4	$68K	Buy	558 +43	+8%	+$5.08K	0.05%	207
2019 Q3	$59K	Sell	515 -11	-2%	-$1.22K	0.06%	206
2019 Q2	$58K	Buy	526 +365	+227%	+$38.4K	0.05%	227
2019 Q1	$16K	Buy	161 +1	+0.6%	+$96	0.01%	378
2018 Q4	$14K	Buy	+160	New	+$15.5K	0.01%	380

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's TROW Position: Q4 2021 in Review

Liberty Wealth Management sold out of T. Rowe Price (TROW) in Q4 2021, closing a stake of 173 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in TROW in Q4 2018 and held it in 12 quarters. The position peaked at $68K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold TROW as of Q4 2021.

Liberty Wealth Management reported no remaining T. Rowe Price position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 173 T. Rowe Price shares in Q4 2021, an estimated $34K.
Liberty Wealth Management first reported a position in T. Rowe Price in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's T. Rowe Price position peaked at $68K in Q4 2019.
1,146 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.