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Lucia Wealth Services’s T. Rowe Price TROW Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-2,157
Closed -$236K – 219
2018
Q3 		$236K Sell
2,157
-430
-17% -$49.8K 0.07% 134
2018
Q2 		$300K Buy
+2,587
New +$301K 0.13% 106

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Lucia Wealth Services's TROW Position: Q4 2018 in Review

Lucia Wealth Services sold out of T. Rowe Price (TROW) in Q4 2018, closing a stake of 2,157 shares — an estimated $236K sold.

Lucia Wealth Services first reported a position in TROW in Q2 2018 and held it in 2 quarters. The position peaked at $300K in Q2 2018. 840 funds tracked by Wall St. Rank hold TROW as of Q4 2018.

  • Lucia Wealth Services reported no remaining T. Rowe Price position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 2,157 T. Rowe Price shares in Q4 2018, an estimated $236K.
  • Lucia Wealth Services first reported a position in T. Rowe Price in Q2 2018 and held it in 2 quarters.
  • Lucia Wealth Services's T. Rowe Price position peaked at $300K in Q2 2018.
  • 840 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.