WCF
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West Coast Financial’s T. Rowe Price TROW Stock Holding History

West Coast Financial’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
2024
Q4 		– Sell
-2,230
Closed -$243K – 177
2024
Q3 		$243K Hold
2,230
– – 0.03% 160
2024
Q2 		$257K Hold
2,230
– – 0.03% 147
2024
Q1 		$272K Buy
+2,230
New +$249K 0.03% 143

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

West Coast Financial's TROW Position: Q4 2024 in Review

West Coast Financial sold out of T. Rowe Price (TROW) in Q4 2024, closing a stake of 2,230 shares — an estimated $243K sold.

West Coast Financial first reported a position in TROW in Q1 2024 and held it in 3 quarters. The position peaked at $272K in Q1 2024. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

  • West Coast Financial reported no remaining T. Rowe Price position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 2,230 T. Rowe Price shares in Q4 2024, an estimated $243K.
  • West Coast Financial first reported a position in T. Rowe Price in Q1 2024 and held it in 3 quarters.
  • West Coast Financial's T. Rowe Price position peaked at $272K in Q1 2024.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.