PCWA
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Pacific Capital Wealth Advisors’s T. Rowe Price TROW Stock Holding History

Pacific Capital 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
Q3 		– Sell
-10
Closed -$1.15K – 596
2024
Q2 		$1.15K Buy
+10
New +$1.15K ﹤0.01% 456

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Pacific Capital Wealth Advisors's TROW Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of T. Rowe Price (TROW) in Q3 2024, closing a stake of 10 shares — an estimated $1.15K sold.

Pacific Capital Wealth Advisors first reported a position in TROW in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold TROW as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining T. Rowe Price position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 10 T. Rowe Price shares in Q3 2024, an estimated $1.15K.
  • Pacific Capital Wealth Advisors first reported a position in T. Rowe Price in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's T. Rowe Price position peaked at $1.15K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.