T Rowe PR Captl Apprec-InvPRWCX
13F holders, Q1 2024 (March 31)4holders
$35.65avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding T Rowe PR Captl Apprec-Inv (PRWCX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($1.0M), Ferguson Wellman Capital Management, Inc. ($420K) and Coston, McIsaac & Partners ($230K).
- Company
- T Rowe PR Captl Apprec-Inv
- CUSIP
- 77954M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $46K |
| Exits | 2 | $4.4M |
Ownership 4 holders
| Encompass Wealth Advisors, LLC | 0.28% | No change | 29,071 | $1.0M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,766 | $420K |
| Coston, McIsaac & Partners | 0.07% | No change | 6,463 | $230K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 1,281 | $46K |
"% of holder's portfolio" is PRWCX's weight in each manager's 13F, not the share of T Rowe PR Captl Apprec-Inv the manager owns.