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YWP
YorkBridge Wealth Partners’s
T. Rowe Price
TROW
Stock Holding History
YorkBridge Wealth 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
2019
Q3
–
Sell
-16
Closed
-$2K
–
603
2019
Q2
$2K
Hold
16
–
–
﹤0.01%
712
2019
Q1
$2K
Hold
16
–
–
﹤0.01%
711
2018
Q4
$1K
Hold
16
–
–
﹤0.01%
723
2018
Q3
$2K
Sell
16
-92
-85%
-$10.7K
﹤0.01%
717
2018
Q2
$13K
Buy
108
+9
+9%
+$1.05K
0.01%
596
2018
Q1
$11K
Sell
99
-18
-15%
-$2K
0.01%
607
2017
Q4
$12K
Hold
117
–
–
0.01%
613
2017
Q3
$11K
Buy
117
+83
+244%
+$6.87K
0.01%
628
2017
Q2
$3K
Hold
34
–
–
﹤0.01%
751
2017
Q1
$2K
Hold
34
–
–
﹤0.01%
783
2016
Q4
$3K
Buy
+34
New
+$2.41K
﹤0.01%
728
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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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