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T. Rowe Price shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in T. Rowe Price

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $16k 150 109.06
2022-09-30 $0 0 0.00
2022-06-30 $19k 170 111.76
2022-03-31 $26k 170 152.94
2021-09-30 $30k 150 200.00
2021-06-30 $30k 150 200.00
2021-03-31 $26k 150 173.33

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding T. Rowe Price

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Fayez Sarofim & Co
Geode Capital Management
Victory Capital Management
American Century Companies
Morgan Stanley
Provident Trust
Invesco
Northern Trust
Fisher Investments
Bank of New York Mellon

View all funds holding T. Rowe Price