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Carolinas Wealth Consulting’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Carolinas Wealth Consulting’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
-178,378
Closed -$7.51M – 1090
2024
Q4 		$7.51M Sell
178,378
-6,381
-3% -$265K 1.48% 18
2024
Q3 		$7.32M Buy
184,759
+2,650
+1% +$102K 1.33% 21
2024
Q2 		$7.05M Buy
182,109
+18,755
+11% +$677K 1.36% 20
2024
Q1 		$5.77M Buy
163,354
+16,010
+11% +$536K 1.14% 24
2023
Q4 		$4.56M Buy
147,344
+3,668
+3% +$106K 0.99% 23
2023
Q3 		$3.88M Sell
143,676
-5,832
-4% -$163K 0.97% 26
2023
Q2 		$4.17M Buy
149,508
+16,384
+12% +$418K 0.83% 29
2023
Q1 		$3.19M Buy
133,124
+13,386
+11% +$300K 0.68% 36
2022
Q4 		$2.47M Buy
119,738
+67,067
+127% +$1.43M 0.56% 36
2022
Q3 		$1.11M Buy
52,671
+8,122
+18% +$192K 0.28% 50
2022
Q2 		$979K Buy
44,549
+31,503
+241% +$772K 0.24% 52
2022
Q1 		$383K Buy
13,046
+8,948
+218% +$258K 0.08% 106
2021
Q4 		$136K Buy
4,098
+4,050
+8,438% +$135K 0.03% 227
2021
Q3 		$2K Sell
48
-3
-6% -$99 ﹤0.01% 813
2021
Q2 		$2K Buy
51
+32
+168% +$960 ﹤0.01% 825
2021
Q1 		$1K Buy
+19
New +$539 ﹤0.01% 915

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 $195M AUM 27.88% 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 $851M AUM 15.46% 1-Year Est. Return

Carolinas Wealth Consulting's TCHP Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2025, closing a stake of 178,378 shares — an estimated $7.51M sold.

Carolinas Wealth Consulting first reported a position in TCHP in Q1 2021 and held it in 16 quarters. The position peaked at $7.51M in Q4 2024. 122 funds tracked by Wall St. Rank hold TCHP as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 178,378 T. Rowe Price Blue Chip Growth ETF shares in Q1 2025, an estimated $7.51M.
  • Carolinas Wealth Consulting first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2021 and held it in 16 quarters.
  • Carolinas Wealth Consulting's T. Rowe Price Blue Chip Growth ETF position peaked at $7.51M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.