PRWCX
T. Rowe Price Capital Appreciation Fund
1W: -0.7%
1M: -1.1%
3M: +0.8%
YTD: +7.8%
1Y: +0.3%
3Y: +35.8%
5Y: +35.7%
$38.65
+0.13 (+0.34%)
Weekly Expected Move ±1.0%
$38
$38
$39
$39
$39
Institutional Ownership — PRWCX
4
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 27,705 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 7,881 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 7,059 | $273K | — | +0.0% | 16Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 1,123 | $43K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 27,705 | $1M |
| Vermillion Wealth Management, Inc. | 7,881 | $305K |
| NBT BANK, N.A. | 1,123 | $43K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.