Sugarloaf Wealth Management’s T. Rowe Price TROW Stock Holding History

Sugarloaf Wealth Management’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	$4.3K	Hold	38	–	–	﹤0.01%	585
2024 Q3	$4.14K	Hold	38	–	–	﹤0.01%	583
2024 Q2	$4.38K	Hold	38	–	–	﹤0.01%	540
2024 Q1	$4.63K	Hold	38	–	–	﹤0.01%	545
2023 Q4	$4.09K	Hold	38	–	–	﹤0.01%	558
2023 Q3	$3.98K	Hold	38	–	–	﹤0.01%	554
2023 Q2	$4.26K	Hold	38	–	–	﹤0.01%	559
2023 Q1	$4.29K	Hold	38	–	–	﹤0.01%	558
2022 Q4	$4.14K	Hold	38	–	–	﹤0.01%	604
2022 Q3	$4K	Hold	38	–	–	﹤0.01%	655
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	645
2022 Q1	$6K	Hold	38	–	–	﹤0.01%	556
2021 Q4	$7K	Hold	38	–	–	﹤0.01%	562
2021 Q3	$7K	Hold	38	–	–	﹤0.01%	571
2021 Q2	$8K	Hold	38	–	–	﹤0.01%	539
2021 Q1	$7	Hold	38	–	–	﹤0.01%	557
2020 Q4	$6K	Hold	38	–	–	﹤0.01%	539
2020 Q3	$5K	Hold	38	–	–	﹤0.01%	527
2020 Q2	$5K	Hold	38	–	–	﹤0.01%	529
2020 Q1	$4K	Hold	38	–	–	﹤0.01%	550
2019 Q4	$5K	Buy	+38	New	+$4.49K	﹤0.01%	553

Other funds holding TROW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sugarloaf Wealth Management's TROW Position: Q4 2024 in Review

Sugarloaf Wealth Management held its T. Rowe Price (TROW) position steady in Q4 2024 at 38 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Sugarloaf Wealth Management first reported a position in TROW in Q4 2019 and has held it in 21 quarters since. The position peaked at $8K in Q2 2021. 1,125 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

Sugarloaf Wealth Management held 38 shares of T. Rowe Price worth $4.3K as of Q4 2024.
Sugarloaf Wealth Management left its T. Rowe Price share count unchanged in Q4 2024.
T. Rowe Price made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #585 holding.
Sugarloaf Wealth Management first reported a position in T. Rowe Price in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's T. Rowe Price position peaked at $8K in Q2 2021.
1,125 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.