Marshall Financial Group (Maryland)’s T. Rowe Price TROW Stock Holding History

Marshall Financial Group (Maryland)’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
2022 Q4	–	Sell	-12,999	Closed	-$1.36M	–	197
2022 Q3	$1.36M	Buy	12,999 +78	+0.6%	+$9.3K	0.58%	43
2022 Q2	$1.47M	Buy	12,921 +3,166	+32%	+$402K	0.59%	49
2022 Q1	$1.48M	Buy	9,755 +614	+7%	+$94.8K	0.6%	44
2021 Q4	$1.8M	Buy	9,141 +1,863	+26%	+$378K	0.66%	30
2021 Q3	$1.43M	Buy	7,278 +367	+5%	+$77.3K	0.74%	22
2021 Q2	$1.37M	Sell	6,911 -2,050	-23%	-$383K	0.74%	24
2021 Q1	$1.54M	Buy	8,961 +180	+2%	+$29.5K	0.92%	25
2020 Q4	$1.33M	Buy	+8,781	New	+$1.26M	0.87%	27

Other funds holding TROW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Financial Group (Maryland)'s TROW Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of T. Rowe Price (TROW) in Q4 2022, closing a stake of 12,999 shares — an estimated $1.36M sold.

Marshall Financial Group (Maryland) first reported a position in TROW in Q4 2020 and held it in 8 quarters. The position peaked at $1.8M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold TROW as of Q4 2022.

Marshall Financial Group (Maryland) reported no remaining T. Rowe Price position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 12,999 T. Rowe Price shares in Q4 2022, an estimated $1.36M.
Marshall Financial Group (Maryland) first reported a position in T. Rowe Price in Q4 2020 and held it in 8 quarters.
Marshall Financial Group (Maryland)'s T. Rowe Price position peaked at $1.8M in Q4 2021.
1,021 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.