OHWA
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Oak Hill Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Oak Hill 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
2024
Q2 		– Sell
-2,200
Closed -$268K – 197
2024
Q1 		$268K Buy
+2,200
New +$246K 0.09% 93

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Oak Hill Wealth Advisors's TROW Position: Q3 2024 in Review

Oak Hill Wealth Advisors sold out of T. Rowe Price (TROW) in Q3 2024, closing a stake of 1,800 shares — an estimated $208K sold.

Oak Hill Wealth Advisors first reported a position in TROW in Q4 2022 and held it in 6 quarters. The position peaked at $344K in Q4 2022. 1,050 funds tracked by Wall St. Rank hold TROW as of Q3 2024.

  • Oak Hill Wealth Advisors reported no remaining T. Rowe Price position as of Q3 2024 after selling out during the quarter.
  • Oak Hill Wealth Advisors sold 1,800 T. Rowe Price shares in Q3 2024, an estimated $208K.
  • Oak Hill Wealth Advisors first reported a position in T. Rowe Price in Q4 2022 and held it in 6 quarters.
  • Oak Hill Wealth Advisors's T. Rowe Price position peaked at $344K in Q4 2022.
  • 1,050 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2024.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.