Means Investment Company’s T. Rowe Price TROW Stock Holding History

Means Investment Company’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 Q1	–	Sell	-1,326	Closed	-$216K	–	196
2020 Q4	$216K	Buy	+1,326	New	+$190K	0.05%	167

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Means Investment Company's TROW Position: Q1 2021 in Review

Means Investment Company sold out of T. Rowe Price (TROW) in Q1 2021, closing a stake of 1,326 shares — an estimated $216K sold.

Means Investment Company first reported a position in TROW in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold TROW as of Q1 2021.

Means Investment Company reported no remaining T. Rowe Price position as of Q1 2021 after selling out during the quarter.
Means Investment Company sold 1,326 T. Rowe Price shares in Q1 2021, an estimated $216K.
Means Investment Company first reported a position in T. Rowe Price in Q4 2020 and held it in 1 quarter.
Means Investment Company's T. Rowe Price position peaked at $216K in Q4 2020.
1,037 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2021.

Based on Means Investment Company's 13F filing for Q1 2021, filed 5 Apr 2021.