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Summit Investment Advisory Services’s T. Rowe Price TROW Stock Holding History

Summit Investment Advisory Services’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
-2,800
Closed -$323K – 96
2024
Q2 		$323K Buy
+2,800
New +$322K 0.38% 36

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PTC
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Summit Investment Advisory Services's TROW Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of T. Rowe Price (TROW) in Q3 2024, closing a stake of 2,800 shares — an estimated $323K sold.

Summit Investment Advisory Services first reported a position in TROW in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 1,052 funds tracked by Wall St. Rank hold TROW as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining T. Rowe Price position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 2,800 T. Rowe Price shares in Q3 2024, an estimated $323K.
  • Summit Investment Advisory Services first reported a position in T. Rowe Price in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's T. Rowe Price position peaked at $323K in Q2 2024.
  • 1,052 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.