RFA
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Resurgent Financial Advisors’s T. Rowe Price TROW Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-194
Closed -$21.2K – 621
2022
Q4 		$21.2K Buy
+194
New +$21.9K 0.01% 607

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
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

Resurgent Financial Advisors's TROW Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of T. Rowe Price (TROW) in Q1 2023, closing a stake of 194 shares — an estimated $21.2K sold.

Resurgent Financial Advisors first reported a position in TROW in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 1,010 funds tracked by Wall St. Rank hold TROW as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining T. Rowe Price position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 194 T. Rowe Price shares in Q1 2023, an estimated $21.2K.
  • Resurgent Financial Advisors first reported a position in T. Rowe Price in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's T. Rowe Price position peaked at $21.2K in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.