Meridian Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Meridian Wealth Advisors’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 Q3	–	Sell	-1,800	Closed	-$204K	–	196
2022 Q2	$204K	Buy	+1,800	New	+$229K	0.05%	186

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

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

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

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

Meridian Wealth Advisors's TROW Position: Q3 2022 in Review

Meridian Wealth Advisors sold out of T. Rowe Price (TROW) in Q3 2022, closing a stake of 1,800 shares — an estimated $204K sold.

Meridian Wealth Advisors first reported a position in TROW in Q2 2022 and held it in 1 quarter. The position peaked at $204K in Q2 2022. 1,001 funds tracked by Wall St. Rank hold TROW as of Q3 2022.

Meridian Wealth Advisors reported no remaining T. Rowe Price position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 1,800 T. Rowe Price shares in Q3 2022, an estimated $204K.
Meridian Wealth Advisors first reported a position in T. Rowe Price in Q2 2022 and held it in 1 quarter.
Meridian Wealth Advisors's T. Rowe Price position peaked at $204K in Q2 2022.
1,001 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2022.

Based on Meridian Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.