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MPS Loria Financial Planners’s T. Rowe Price TROW Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-23
Closed -$3K – 520
2021
Q1 		$3K Hold
23
– – ﹤0.01% 409
2020
Q4 		$3K Buy
+23
New +$3.29K ﹤0.01% 430

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Fayez Sarofim & Co
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's TROW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of T. Rowe Price (TROW) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in TROW in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 1,075 funds tracked by Wall St. Rank hold TROW as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining T. Rowe Price position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 23 T. Rowe Price shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in T. Rowe Price in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's T. Rowe Price position peaked at $3K in Q1 2021.
  • 1,075 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.