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ERn Financial LLC’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

ERn Financial LLC’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
Q4 		– Sell
-106,155
Closed -$2.88M – 177
2023
Q3 		$2.88M Sell
106,155
-700
-0.7% -$19.6K 0.63% 44
2023
Q2 		$2.98M Buy
106,855
+161
+0.2% +$4.11K 0.62% 43
2023
Q1 		$2.56M Buy
106,694
+9,671
+10% +$217K 0.56% 45
2022
Q4 		$2M Buy
97,023
+21,334
+28% +$454K 0.46% 52
2022
Q3 		$1.59M Buy
75,689
+9,646
+15% +$229K 0.41% 60
2022
Q2 		$1.45M Sell
66,043
-14,998
-19% -$368K 0.35% 64
2022
Q1 		$2.38M Buy
81,041
+63,983
+375% +$1.85M 0.53% 52
2021
Q4 		$566K Buy
17,058
+1,817
+12% +$60.5K 0.13% 93
2021
Q3 		$486K Buy
+15,241
New +$502K 0.12% 89

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 $195M AUM 27.88% 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 $851M AUM 15.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

ERn Financial LLC's TCHP Position: Q4 2023 in Review

ERn Financial LLC sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q4 2023, closing a stake of 106,155 shares — an estimated $2.88M sold.

ERn Financial LLC first reported a position in TCHP in Q3 2021 and held it in 9 quarters. The position peaked at $2.98M in Q2 2023. 78 funds tracked by Wall St. Rank hold TCHP as of Q4 2023.

  • ERn Financial LLC reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q4 2023 after selling out during the quarter.
  • ERn Financial LLC sold 106,155 T. Rowe Price Blue Chip Growth ETF shares in Q4 2023, an estimated $2.88M.
  • ERn Financial LLC first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 9 quarters.
  • ERn Financial LLC's T. Rowe Price Blue Chip Growth ETF position peaked at $2.98M in Q2 2023.
  • 78 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2023.

Based on ERn Financial LLC's 13F filing for Q4 2023, filed 19 Jan 2024.