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Wagner Wealth Management (South Carolina)’s T. Rowe Price TROW Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-68
Closed -$7K – 655
2022
Q3 		$7K Hold
68
– – 0.01% 479
2022
Q2 		$8K Buy
+68
New +$8.64K 0.01% 480

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Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TROW Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of T. Rowe Price (TROW) in Q4 2022, closing a stake of 68 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in TROW in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 1,022 funds tracked by Wall St. Rank hold TROW as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining T. Rowe Price position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 68 T. Rowe Price shares in Q4 2022, an estimated $7K.
  • Wagner Wealth Management (South Carolina) first reported a position in T. Rowe Price in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s T. Rowe Price position peaked at $8K in Q2 2022.
  • 1,022 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.