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

Herold 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 		– Sell
-1,400
Closed -$44K – 593
2021
Q3 		$44K Buy
+1,400
New +$46.1K 0.02% 395

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 $692M AUM 13% 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 $181M AUM 25.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Herold Advisors's TCHP Position: Q4 2021 in Review

Herold Advisors sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q4 2021, closing a stake of 1,400 shares — an estimated $44K sold.

Herold Advisors first reported a position in TCHP in Q3 2021 and held it in 1 quarter. The position peaked at $44K in Q3 2021. 57 funds tracked by Wall St. Rank hold TCHP as of Q4 2021.

  • Herold Advisors reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 1,400 T. Rowe Price Blue Chip Growth ETF shares in Q4 2021, an estimated $44K.
  • Herold Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's T. Rowe Price Blue Chip Growth ETF position peaked at $44K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.