Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

TROW holding history

Price T Rowe Group Inc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TROW overview All 13F holders of TROW Full Q4 2023 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of TROW by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−1,261−100.0%	Sold out	Holders
Q4 2021	1,261	$248.0K	<0.1%	−13−1.0%	Reduced	Holders
Q3 2021	1,274	$251.0K	<0.1%	+119+10.3%	Added	Holders
Q2 2021	1,155	$229.0K	<0.1%	+1,155	New	Holders