T Rowe PR Rtrmnt 2025-InvTRRHX
13F holders, Q2 2024 (June 30)3holders +2
2new positions
0sold out
$16.66avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding T Rowe PR Rtrmnt 2025-Inv (TRRHX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Mfa Wealth Advisors, LLC ($123K), Westside Investment Management, Inc. ($33K) and Tucker Asset Management LLC ($801).
- Company
- T Rowe PR Rtrmnt 2025-Inv
- CUSIP
- 74149P788
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $156K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 9,359 shares bought and 1,915 shares sold, net +7,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Mfa Wealth Advisors, LLC | 0.03% | New | 7,362 | $123K |
| Westside Investment Management, Inc. | 0.01% | New | 1,997 | $33K |
| Tucker Asset Management LLC | 0.00% | Reduce -97.5% | 48 | $801 |
"% of holder's portfolio" is TRRHX's weight in each manager's 13F, not the share of T Rowe PR Rtrmnt 2025-Inv the manager owns.