PS
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Planned Solutions’s T. Rowe Price TROW Stock Holding History

Planned Solutions’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
Q4 		– Sell
-710
Closed -$77.3K – 582
2024
Q3 		$77.3K Buy
+710
New +$77.9K 0.03% 243
2024
Q1 		– Sell
-1,025
Closed -$110K – 503
2023
Q4 		$110K Buy
+1,025
New +$102K 0.05% 167

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.78B AUM 23.38% 1-Year Est. Return

Planned Solutions's TROW Position: Q4 2024 in Review

Planned Solutions sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 710 shares — an estimated $77.3K sold.

Planned Solutions first reported a position in TROW in Q4 2023 and held it in 2 quarters. The position peaked at $110K in Q4 2023. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

  • Planned Solutions reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 710 T. Rowe Price shares in Q4 2024, an estimated $77.3K.
  • Planned Solutions first reported a position in T. Rowe Price in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's T. Rowe Price position peaked at $110K in Q4 2023.
  • 1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.