Wipfli Financial Advisors’s T. Rowe Price TROW Stock Holding History

Wipfli Financial Advisors’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 Q3	$213K	Buy	+2,027	New	+$242K	0.02%	432

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's TROW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in T. Rowe Price (TROW) in Q3 2022: 2,027 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings.

1,001 funds tracked by Wall St. Rank hold TROW as of Q3 2022.

Wipfli Financial Advisors held 2,027 shares of T. Rowe Price worth $213K as of Q3 2022.
T. Rowe Price was a new Wipfli Financial Advisors position in Q3 2022.
T. Rowe Price made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #432 holding.
1,001 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.