Wealthcare Capital Management’s T. Rowe Price TROW Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-15	Closed	-$3K	–	616
2021 Q1	$3K	Buy	+15	New	+$2.46K	﹤0.01%	511
2020 Q1	–	Sell	-19	Closed	-$2K	–	608
2019 Q4	$2K	Buy	+19	New	+$2.24K	﹤0.01%	564
2015 Q3	–	Sell	-42	Closed	–	–	376
2015 Q2	$0	Sell	42 -24	-36%	-$1.94K	﹤0.01%	824
2015 Q1	$5K	Buy	+66	New	+$5.43K	﹤0.01%	648

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's TROW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of T. Rowe Price (TROW) in Q2 2021, closing a stake of 15 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in TROW in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2015. 1,075 funds tracked by Wall St. Rank hold TROW as of Q2 2021.

Wealthcare Capital Management reported no remaining T. Rowe Price position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 15 T. Rowe Price shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in T. Rowe Price in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's T. Rowe Price position peaked at $5K in Q1 2015.
1,075 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.