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Northwest Financial Advisors’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Northwest Financial Advisors’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-436
Closed -$14.2K – 499
2024
Q3 		$14.2K Buy
+436
New +$13.6K 0.01% 363

Other funds holding TMSL

WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwest Financial Advisors's TMSL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of T. Rowe Price Small-Mid Cap ETF (TMSL) in Q4 2024, closing a stake of 436 shares — an estimated $14.2K sold.

Northwest Financial Advisors first reported a position in TMSL in Q3 2024 and held it in 1 quarter. The position peaked at $14.2K in Q3 2024. 86 funds tracked by Wall St. Rank hold TMSL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining T. Rowe Price Small-Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 436 T. Rowe Price Small-Mid Cap ETF shares in Q4 2024, an estimated $14.2K.
  • Northwest Financial Advisors first reported a position in T. Rowe Price Small-Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's T. Rowe Price Small-Mid Cap ETF position peaked at $14.2K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.