Tiedemann Advisors’s T. Rowe Price TROW Stock Holding History

Tiedemann 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
2022 Q2	–	Sell	-2,026	Closed	-$306K	–	297
2022 Q1	$306K	Buy	2,026 +26	+1%	+$4.01K	0.02%	227
2021 Q4	$393K	Hold	2,000	–	–	0.02%	215
2021 Q3	$393K	Sell	2,000 -12	-0.6%	-$2.53K	0.02%	215
2021 Q2	$398K	Sell	2,012 -77	-4%	-$14.4K	0.02%	255
2021 Q1	$359K	Sell	2,089 -711	-25%	-$117K	0.02%	247
2020 Q4	$425K	Buy	2,800 +790	+39%	+$113K	0.02%	220
2020 Q3	$257K	Sell	2,010 -4	-0.2%	-$529	0.01%	275
2020 Q2	$248K	Buy	+2,014	New	+$230K	0.01%	264
2020 Q1	–	Sell	-2,029	Closed	-$248K	–	320
2019 Q4	$248K	Buy	+2,029	New	+$240K	0.01%	266
2019 Q2	–	Sell	-5,019	Closed	-$503K	–	415
2019 Q1	$503K	Sell	5,019 -987	-16%	-$95.2K	0.02%	299
2018 Q4	$555K	Buy	+6,006	New	+$583K	0.03%	278

Other funds holding TROW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors's TROW Position: Q2 2022 in Review

Tiedemann Advisors sold out of T. Rowe Price (TROW) in Q2 2022, closing a stake of 2,026 shares — an estimated $306K sold.

Tiedemann Advisors first reported a position in TROW in Q4 2018 and held it in 11 quarters. The position peaked at $555K in Q4 2018. 1,041 funds tracked by Wall St. Rank hold TROW as of Q2 2022.

Tiedemann Advisors reported no remaining T. Rowe Price position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 2,026 T. Rowe Price shares in Q2 2022, an estimated $306K.
Tiedemann Advisors first reported a position in T. Rowe Price in Q4 2018 and held it in 11 quarters.
Tiedemann Advisors's T. Rowe Price position peaked at $555K in Q4 2018.
1,041 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.