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Aveo Capital Partners’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Aveo Capital Partners’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,671
Closed -$431K – 299
2022
Q1 		$431K Buy
14,671
+307
+2% +$8.86K 0.08% 191
2021
Q4 		$476K Buy
14,364
+1,626
+13% +$54.1K 0.09% 181
2021
Q3 		$406K Buy
12,738
+2,040
+19% +$67.1K 0.08% 178
2021
Q2 		$338K Sell
10,698
-46
-0.4% -$1.38K 0.07% 200
2021
Q1 		$303K Buy
+10,744
New +$305K 0.08% 191

Other funds holding TCHP

TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Aveo Capital Partners's TCHP Position: Q2 2022 in Review

Aveo Capital Partners sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2022, closing a stake of 14,671 shares — an estimated $431K sold.

Aveo Capital Partners first reported a position in TCHP in Q1 2021 and held it in 5 quarters. The position peaked at $476K in Q4 2021. 51 funds tracked by Wall St. Rank hold TCHP as of Q2 2022.

  • Aveo Capital Partners reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 14,671 T. Rowe Price Blue Chip Growth ETF shares in Q2 2022, an estimated $431K.
  • Aveo Capital Partners first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2021 and held it in 5 quarters.
  • Aveo Capital Partners's T. Rowe Price Blue Chip Growth ETF position peaked at $476K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.