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WealthPLAN Partners’s
T. Rowe Price
TROW
Stock Holding History
WealthPLAN Partners’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
Q3
–
Sell
-69
Closed
-$7.73K
–
1092
2023
Q2
$7.73K
Hold
69
–
–
﹤0.01%
835
2023
Q1
$7.79K
Buy
+69
New
+$7.88K
﹤0.01%
922
2017
Q2
–
Sell
-58
Closed
-$3.99K
–
403
2017
Q1
$3.99K
Buy
+58
New
+$4.11K
0.01%
368
2016
Q3
$9.98K
Hold
150
–
–
﹤0.01%
602
2016
Q2
$10.9K
Buy
+150
New
+$11.2K
﹤0.01%
1698
2015
Q4
$12.7K
Buy
+231
New
+$17K
﹤0.01%
1072
2015
Q2
$2K
Sell
27
-9
-25%
-$726
﹤0.01%
392
2015
Q1
$3K
Buy
+36
New
+$2.96K
﹤0.01%
473
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$2.9T AUM
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Fayez Sarofim & Co
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$39.1B AUM
15.14%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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