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

Masso Torrence 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
2023 Q1	–	Sell	-75,581	Closed	-$1.56M	–	97
2022 Q4	$1.56M	Sell	75,581 -88,991	-54%	-$1.89M	1.24%	27
2022 Q3	$3.46M	Sell	164,572 -5,955	-3%	-$141K	3.05%	9
2022 Q2	$3.75M	Sell	170,527 -4,163	-2%	-$102K	3.29%	8
2022 Q1	$5.13M	Buy	174,690 +66,683	+62%	+$1.92M	4.1%	5
2021 Q4	$3.58M	Buy	+108,007	New	+$3.6M	2.5%	12

Other funds holding TCHP

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

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Masso Torrence Wealth Management's TCHP Position: Q1 2023 in Review

Masso Torrence Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2023, closing a stake of 75,581 shares — an estimated $1.56M sold.

Masso Torrence Wealth Management first reported a position in TCHP in Q4 2021 and held it in 5 quarters. The position peaked at $5.13M in Q1 2022. 59 funds tracked by Wall St. Rank hold TCHP as of Q1 2023.

Masso Torrence Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 75,581 T. Rowe Price Blue Chip Growth ETF shares in Q1 2023, an estimated $1.56M.
Masso Torrence Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 5 quarters.
Masso Torrence Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $5.13M in Q1 2022.
59 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.