T Rowe PR Blue Chip Grow-InvTRBCX
13F holders, Q1 2024 (March 31)6holders
$170.33avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding T Rowe PR Blue Chip Grow-Inv (TRBCX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($2.2M), Williams Jones Wealth Management, LLC. ($579K) and Ethos Financial Group, LLC ($464K).
- Company
- T Rowe PR Blue Chip Grow-Inv
- Filed as
- ROWE T PRICE BLUE CHIP GROWTH (Q1 2024)
- CUSIP
- 77954Q106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.2M |
| Exits | 3 | $982K |
Ownership 6 holders
| Silvercrest Asset Management Group LLC | 0.01% | New | 12,732 | $2.2M |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +3.4% | 3,400 | $579K |
| Ethos Financial Group, LLC | 0.09% | Add +1.0% | 2,721 | $464K |
| Sequent Asset Management, LLC | 0.14% | No change | 1,610 | $274K |
| Tucker Asset Management LLC | 0.04% | Add +5.3% | 942 | $160K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 79 | $13K |
"% of holder's portfolio" is TRBCX's weight in each manager's 13F, not the share of T Rowe PR Blue Chip Grow-Inv the manager owns.