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WealthPlan Investment Management’s T. Rowe Price TROW Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-9
Closed -$1.04K – 455
2023
Q1 		$1.04K Buy
+9
New +$1.03K ﹤0.01% 409

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WealthPlan Investment Management's TROW Position: Q2 2023 in Review

WealthPlan Investment Management sold out of T. Rowe Price (TROW) in Q2 2023, closing a stake of 9 shares — an estimated $1.04K sold.

WealthPlan Investment Management first reported a position in TROW in Q1 2023 and held it in 1 quarter. The position peaked at $1.04K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold TROW as of Q2 2023.

  • WealthPlan Investment Management reported no remaining T. Rowe Price position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 9 T. Rowe Price shares in Q2 2023, an estimated $1.04K.
  • WealthPlan Investment Management first reported a position in T. Rowe Price in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's T. Rowe Price position peaked at $1.04K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.