T. Rowe Price shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in T. Rowe Price
Tip: Access up to 7 years of quarterly data
All positions including T. Rowe Price held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in T. Rowe Price by Phoenix Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $233k | 2.1k | 108.93 |
2024-06-30 | $254k | 2.2k | 115.31 |
2024-03-31 | $261k | 2.1k | 121.92 |
2023-12-31 | $237k | 2.2k | 107.91 |
2023-09-30 | $230k | 2.2k | 104.87 |
2023-06-30 | $243k | 2.2k | 112.02 |
2023-03-31 | $258k | 2.3k | 112.90 |
2022-12-31 | $243k | 2.2k | 109.06 |
2022-09-30 | $230k | 2.2k | 104.93 |
2022-06-30 | $249k | 2.2k | 113.39 |
2022-03-31 | $296k | 2.0k | 148.59 |
2021-12-31 | $354k | 1.8k | 196.89 |
2021-09-30 | $432k | 2.2k | 196.63 |
2021-06-30 | $444k | 2.2k | 203.48 |
2021-03-31 | $341k | 2.0k | 173.98 |
2020-12-31 | $233k | 1.5k | 151.50 |
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