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Leo H. Evart Inc’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Leo H. Evart Inc’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
Q2 		– Sell
-7,154
Closed -$210K – 43
2022
Q1 		$210K Sell
7,154
-180
-2% -$5.2K 0.22% 39
2021
Q4 		$243K Buy
+7,334
New +$244K 0.24% 38

Other funds holding TCHP

TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
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
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Leo H. Evart Inc's TCHP Position: Q2 2022 in Review

Leo H. Evart Inc sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2022, closing a stake of 7,154 shares — an estimated $210K sold.

Leo H. Evart Inc first reported a position in TCHP in Q4 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 51 funds tracked by Wall St. Rank hold TCHP as of Q2 2022.

  • Leo H. Evart Inc reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Leo H. Evart Inc sold 7,154 T. Rowe Price Blue Chip Growth ETF shares in Q2 2022, an estimated $210K.
  • Leo H. Evart Inc first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 2 quarters.
  • Leo H. Evart Inc's T. Rowe Price Blue Chip Growth ETF position peaked at $243K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2022.

Based on Leo H. Evart Inc's 13F filing for Q2 2022, filed 21 Jul 2022.