OLVIG
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Oliver Lagore Vanvalin Investment Group’s T. Rowe Price TROW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q4 		– Sell
-3
Closed – – 765
2022
Q3 		$0 Hold
3
– – ﹤0.01% 733
2022
Q2 		$0 Buy
+3
New +$381 ﹤0.01% 702

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Fayez Sarofim & Co
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TROW Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of T. Rowe Price (TROW) in Q4 2022, closing a stake of 3 shares.

Oliver Lagore Vanvalin Investment Group first reported a position in TROW in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1,022 funds tracked by Wall St. Rank hold TROW as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining T. Rowe Price position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 3 T. Rowe Price shares in Q4 2022.
  • Oliver Lagore Vanvalin Investment Group first reported a position in T. Rowe Price in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's T. Rowe Price position peaked at $0 in Q3 2022.
  • 1,022 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.