T Rowe PR Rtrmnt 2020-InvTRRBX

13F holders, Q2 2024 (June 30)
2holders +1
2new positions
1sold out
$18.76avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding T Rowe PR Rtrmnt 2020-Inv (TRRBX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($50K) and Mfa Wealth Advisors, LLC ($32K).

Company
T Rowe PR Rtrmnt 2020-Inv
CUSIP
74149P200
Latest filing quarter
Q3 2024

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$82K
Exits1$315K

All 13F filers, Q1 2024 → Q2 2024: 4,367 shares bought and 16,941 shares sold, net −12,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

ORG Partners LLC 0.01% New 2,686 $50K
Mfa Wealth Advisors, LLC 0.01% New 1,681 $32K

"% of holder's portfolio" is TRRBX's weight in each manager's 13F, not the share of T Rowe PR Rtrmnt 2020-Inv the manager owns.