MinichMacGregor Wealth Management’s T. Rowe Price TROW Stock Holding History

MinichMacGregor Wealth Management’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
2020 Q2	–	Sell	-6,302	Closed	-$624K	–	106
2020 Q1	$624K	Buy	+6,302	New	+$772K	0.56%	52
2018 Q3	–	Sell	-20	Closed	-$2K	–	583
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	456
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	436
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	427
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	451
2017 Q2	$1K	Buy	+20	New	+$1.43K	﹤0.01%	447

Other funds holding TROW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MinichMacGregor Wealth Management's TROW Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of T. Rowe Price (TROW) in Q2 2020, closing a stake of 6,302 shares — an estimated $624K sold.

MinichMacGregor Wealth Management first reported a position in TROW in Q2 2017 and held it in 6 quarters. The position peaked at $624K in Q1 2020. 923 funds tracked by Wall St. Rank hold TROW as of Q2 2020.

MinichMacGregor Wealth Management reported no remaining T. Rowe Price position as of Q2 2020 after selling out during the quarter.
MinichMacGregor Wealth Management sold 6,302 T. Rowe Price shares in Q2 2020, an estimated $624K.
MinichMacGregor Wealth Management first reported a position in T. Rowe Price in Q2 2017 and held it in 6 quarters.
MinichMacGregor Wealth Management's T. Rowe Price position peaked at $624K in Q1 2020.
923 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.