BWP
TCHP icon

Balboa Wealth Partners’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Balboa Wealth 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
2024
Q3 		– Sell
-8,962
Closed -$347K – 371
2024
Q2 		$347K Buy
+8,962
New +$324K 0.09% 170

Other funds holding TCHP

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Balboa Wealth Partners's TCHP Position: Q3 2024 in Review

Balboa Wealth Partners sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q3 2024, closing a stake of 8,962 shares — an estimated $347K sold.

Balboa Wealth Partners first reported a position in TCHP in Q2 2024 and held it in 1 quarter. The position peaked at $347K in Q2 2024. 104 funds tracked by Wall St. Rank hold TCHP as of Q3 2024.

  • Balboa Wealth Partners reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,962 T. Rowe Price Blue Chip Growth ETF shares in Q3 2024, an estimated $347K.
  • Balboa Wealth Partners first reported a position in T. Rowe Price Blue Chip Growth ETF in Q2 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's T. Rowe Price Blue Chip Growth ETF position peaked at $347K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.