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Belpointe Asset Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-660
Closed -$15.8K – 3076
2023
Q1 		$15.8K Hold
660
– – ﹤0.01% 2448
2022
Q4 		$13.6K Buy
+660
New +$14.1K ﹤0.01% 2446

Other funds holding TCHP

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
AFM
Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Belpointe Asset Management's TCHP Position: Q2 2023 in Review

Belpointe Asset Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2023, closing a stake of 660 shares — an estimated $15.8K sold.

Belpointe Asset Management first reported a position in TCHP in Q4 2022 and held it in 2 quarters. The position peaked at $15.8K in Q1 2023. 67 funds tracked by Wall St. Rank hold TCHP as of Q2 2023.

  • Belpointe Asset Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 660 T. Rowe Price Blue Chip Growth ETF shares in Q2 2023, an estimated $15.8K.
  • Belpointe Asset Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's T. Rowe Price Blue Chip Growth ETF position peaked at $15.8K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.