EWM
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Evermay Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Evermay Wealth 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
2022
Q4 		– Sell
-245
Closed -$5K – 593
2022
Q3 		$5K Hold
245
– – ﹤0.01% 444
2022
Q2 		$5K Hold
245
– – ﹤0.01% 437
2022
Q1 		$7K Buy
+245
New +$7.07K ﹤0.01% 442

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
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
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Evermay Wealth Management's TCHP Position: Q4 2022 in Review

Evermay Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q4 2022, closing a stake of 245 shares — an estimated $5K sold.

Evermay Wealth Management first reported a position in TCHP in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 56 funds tracked by Wall St. Rank hold TCHP as of Q4 2022.

  • Evermay Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 245 T. Rowe Price Blue Chip Growth ETF shares in Q4 2022, an estimated $5K.
  • Evermay Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2022 and held it in 3 quarters.
  • Evermay Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $7K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.