MCC
TCHP icon

Money Concepts Capital’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Money Concepts Capital’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
-472
Closed -$9.73K – 2626
2022
Q4 		$9.73K Buy
+472
New +$10.1K ﹤0.01% 2024
2022
Q2 		– Sell
-7,865
Closed -$231K – 2507
2022
Q1 		$231K Buy
+7,865
New +$227K 0.01% 674
2021
Q1 		– Sell
-8,186
Closed -$230K – 765
2020
Q4 		$230K Buy
+8,186
New +$221K 0.02% 391

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

Money Concepts Capital's TCHP Position: Q1 2023 in Review

Money Concepts Capital sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2023, closing a stake of 472 shares — an estimated $9.73K sold.

Money Concepts Capital first reported a position in TCHP in Q4 2020 and held it in 3 quarters. The position peaked at $231K in Q1 2022. 59 funds tracked by Wall St. Rank hold TCHP as of Q1 2023.

  • Money Concepts Capital reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 472 T. Rowe Price Blue Chip Growth ETF shares in Q1 2023, an estimated $9.73K.
  • Money Concepts Capital first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and held it in 3 quarters.
  • Money Concepts Capital's T. Rowe Price Blue Chip Growth ETF position peaked at $231K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.