AWM
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Axxcess Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-13,435
Closed -$295K – 607
2022
Q2 		$295K Sell
13,435
-4,518
-25% -$111K 0.03% 399
2022
Q1 		$527K Buy
17,953
+656
+4% +$18.9K 0.04% 347
2021
Q4 		$574K Buy
+17,297
New +$576K 0.04% 327

Other funds holding TCHP

TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 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

Axxcess Wealth Management's TCHP Position: Q3 2022 in Review

Axxcess Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q3 2022, closing a stake of 13,435 shares — an estimated $295K sold.

Axxcess Wealth Management first reported a position in TCHP in Q4 2021 and held it in 3 quarters. The position peaked at $574K in Q4 2021. 51 funds tracked by Wall St. Rank hold TCHP as of Q3 2022.

  • Axxcess Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,435 T. Rowe Price Blue Chip Growth ETF shares in Q3 2022, an estimated $295K.
  • Axxcess Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $574K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.