LPL Financial
TGRW icon

LPL Financial’s T. Rowe Price Growth Stock ETF TGRW Stock Holding History

LPL Financial’s Portfolio TGRW Stock Details TGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,958
Closed -$290K – 4531
2022
Q1 		$290K Sell
9,958
-85
-0.8% -$2.46K ﹤0.01% 3584
2021
Q4 		$336K Hold
10,043
– – ﹤0.01% 3605
2021
Q3 		$324K Buy
+10,043
New +$336K ﹤0.01% 3596

Other funds holding TGRW

FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial's TGRW Position: Q2 2022 in Review

LPL Financial sold out of T. Rowe Price Growth Stock ETF (TGRW) in Q2 2022, closing a stake of 9,958 shares — an estimated $290K sold.

LPL Financial first reported a position in TGRW in Q3 2021 and held it in 3 quarters. The position peaked at $336K in Q4 2021. 11 funds tracked by Wall St. Rank hold TGRW as of Q2 2022.

  • LPL Financial reported no remaining T. Rowe Price Growth Stock ETF position as of Q2 2022 after selling out during the quarter.
  • LPL Financial sold 9,958 T. Rowe Price Growth Stock ETF shares in Q2 2022, an estimated $290K.
  • LPL Financial first reported a position in T. Rowe Price Growth Stock ETF in Q3 2021 and held it in 3 quarters.
  • LPL Financial's T. Rowe Price Growth Stock ETF position peaked at $336K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held T. Rowe Price Growth Stock ETF as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.