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Clear Perspective Advisors’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Clear Perspective Advisors’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
2021
Q4 		$347K Buy
10,475
+1,705
+19% +$56.8K 0.11% 128
2021
Q3 		$280K Buy
+8,770
New +$289K 0.1% 133

Other funds holding TCHP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

Clear Perspective Advisors's TCHP Position: Q4 2021 in Review

Clear Perspective Advisors increased its T. Rowe Price Blue Chip Growth ETF (TCHP) stake by 19% in Q4 2021, buying an estimated $56.8K and bringing the position to 10,475 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #128.

Clear Perspective Advisors first reported a position in TCHP in Q3 2021 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold TCHP as of Q4 2021.

  • Clear Perspective Advisors held 10,475 shares of T. Rowe Price Blue Chip Growth ETF worth $347K as of Q4 2021.
  • Clear Perspective Advisors bought 1,705 T. Rowe Price Blue Chip Growth ETF shares in Q4 2021, an estimated $56.8K.
  • T. Rowe Price Blue Chip Growth ETF made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #128 holding.
  • Clear Perspective Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.