LFA
TCHP icon

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

Level Financial 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
2024
Q1 		– Sell
-566
Closed -$17.5K – 235
2023
Q4 		$17.5K Buy
+566
New +$16.4K 0.01% 168

Other funds holding TCHP

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Level Financial Advisors's TCHP Position: Q1 2024 in Review

Level Financial Advisors sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2024, closing a stake of 566 shares — an estimated $17.5K sold.

Level Financial Advisors first reported a position in TCHP in Q4 2023 and held it in 1 quarter. The position peaked at $17.5K in Q4 2023. 95 funds tracked by Wall St. Rank hold TCHP as of Q1 2024.

  • Level Financial Advisors reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 566 T. Rowe Price Blue Chip Growth ETF shares in Q1 2024, an estimated $17.5K.
  • Level Financial Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2023 and held it in 1 quarter.
  • Level Financial Advisors's T. Rowe Price Blue Chip Growth ETF position peaked at $17.5K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.