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T. Rowe Price Capital Apprecia shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of T. Rowe Price Capital Apprecia (PRWCX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in T. Rowe Price Capital Apprecia

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price Capital Apprecia held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price Capital Apprecia by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 28k 38.31
2024-06-30 $1.0M 28k 36.31
2024-03-31 $1.0M 29k 35.66
2023-09-30 $910k 28k 32.62
2023-06-30 $923k 28k 33.09
2023-03-31 $883k 28k 31.63
2022-12-31 $830k 28k 29.73
2022-09-30 $786k 26k 30.84
2022-06-30 $807k 26k 31.66
2022-03-31 $914k 26k 35.86
2021-12-31 $942k 26k 36.96
2021-09-30 $888k 23k 38.11
2021-06-30 $873k 23k 37.47
2021-03-31 $862k 23k 36.99

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding T. Rowe Price Capital Apprecia

Encompass Wealth Advisors
Ferguson Wellman Capital Management
Coston, McIsaac & Partners
Fairfield Financial Advisors

View all funds holding T. Rowe Price Capital Apprecia