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Morningstar Investment Services’s T. Rowe Price TROW Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-2,146
Closed -$235K – 379
2024
Q3 		$235K Buy
+2,146
New +$236K ﹤0.01% 375

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Morningstar Investment Services's TROW Position: Q4 2024 in Review

Morningstar Investment Services sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 2,146 shares — an estimated $235K sold.

Morningstar Investment Services first reported a position in TROW in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

  • Morningstar Investment Services reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,146 T. Rowe Price shares in Q4 2024, an estimated $235K.
  • Morningstar Investment Services first reported a position in T. Rowe Price in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's T. Rowe Price position peaked at $235K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.