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

BankPlus 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
2025
Q1 		– Sell
-6,315
Closed -$266K – 105
2024
Q4 		$266K Buy
+6,315
New +$262K 0.2% 89

Other funds holding TCHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

BankPlus Wealth Management's TCHP Position: Q1 2025 in Review

BankPlus Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2025, closing a stake of 6,315 shares — an estimated $266K sold.

BankPlus Wealth Management first reported a position in TCHP in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 122 funds tracked by Wall St. Rank hold TCHP as of Q1 2025.

  • BankPlus Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 6,315 T. Rowe Price Blue Chip Growth ETF shares in Q1 2025, an estimated $266K.
  • BankPlus Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2024 and held it in 1 quarter.
  • BankPlus Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $266K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.