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WR Wealth Planners’s T. Rowe Price TROW Stock Holding History

WR Wealth Planners’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 		$2.04K Hold
18
– – ﹤0.01% 855
2024
Q3 		$1.96K Buy
18
+2
+13% +$220 ﹤0.01% 914
2024
Q2 		$1.84K Buy
16
+5
+45% +$575 ﹤0.01% 904
2024
Q1 		$1.34K Buy
+11
New +$1.23K ﹤0.01% 933

Other funds holding TROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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 $156B AUM 27.51% 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

WR Wealth Planners's TROW Position: Q4 2024 in Review

WR Wealth Planners held its T. Rowe Price (TROW) position steady in Q4 2024 at 18 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

WR Wealth Planners first reported a position in TROW in Q1 2024 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold TROW as of Q4 2024.

  • WR Wealth Planners held 18 shares of T. Rowe Price worth $2.04K as of Q4 2024.
  • WR Wealth Planners left its T. Rowe Price share count unchanged in Q4 2024.
  • T. Rowe Price made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #855 holding.
  • WR Wealth Planners first reported a position in T. Rowe Price in Q1 2024 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held T. Rowe Price as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.