PFWA
TCAF icon

Paces Ferry Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,938
Closed -$297K – 129
2024
Q4 		$297K Buy
+8,938
New +$301K 0.14% 94

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's TCAF Position: Q1 2025 in Review

Paces Ferry Wealth Advisors sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q1 2025, closing a stake of 8,938 shares — an estimated $297K sold.

Paces Ferry Wealth Advisors first reported a position in TCAF in Q4 2024 and held it in 1 quarter. The position peaked at $297K in Q4 2024. 254 funds tracked by Wall St. Rank hold TCAF as of Q1 2025.

  • Paces Ferry Wealth Advisors reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8,938 T. Rowe Price Capital Appreciation Equity ETF shares in Q1 2025, an estimated $297K.
  • Paces Ferry Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's T. Rowe Price Capital Appreciation Equity ETF position peaked at $297K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q1 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.