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Cary Street Partners Investment Advisory’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-11,191
Closed -$290K – 809
2020
Q3 		$290K Buy
+11,191
New +$287K 0.06% 229

Other funds holding TCHP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

Cary Street Partners Investment Advisory's TCHP Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q4 2020, closing a stake of 11,191 shares — an estimated $290K sold.

Cary Street Partners Investment Advisory first reported a position in TCHP in Q3 2020 and held it in 1 quarter. The position peaked at $290K in Q3 2020. 16 funds tracked by Wall St. Rank hold TCHP as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 11,191 T. Rowe Price Blue Chip Growth ETF shares in Q4 2020, an estimated $290K.
  • Cary Street Partners Investment Advisory first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's T. Rowe Price Blue Chip Growth ETF position peaked at $290K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.