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P.J. Schmidt Investment Management (PJS)’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
-9,569
Closed -$238K – 184
2022
Q1 		$238K Sell
9,569
-7,318
-43% -$211K 0.05% 162
2021
Q4 		$501K Buy
16,887
+6,656
+65% +$222K 0.1% 121
2021
Q3 		$341K Hold
10,231
– – 0.07% 141
2021
Q2 		$341K Buy
10,231
+2,165
+27% +$64.9K 0.07% 139
2021
Q1 		$247K Buy
8,066
+495
+7% +$14K 0.05% 156
2020
Q4 		$208K Buy
+7,571
New +$204K 0.05% 150

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

P.J. Schmidt Investment Management (PJS)'s TCHP Position: Q2 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2022, closing a stake of 9,569 shares — an estimated $238K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in TCHP in Q4 2020 and held it in 6 quarters. The position peaked at $501K in Q4 2021. 51 funds tracked by Wall St. Rank hold TCHP as of Q2 2022.

  • P.J. Schmidt Investment Management (PJS) reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2022 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 9,569 T. Rowe Price Blue Chip Growth ETF shares in Q2 2022, an estimated $238K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2020 and held it in 6 quarters.
  • P.J. Schmidt Investment Management (PJS)'s T. Rowe Price Blue Chip Growth ETF position peaked at $501K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2022, filed 24 Aug 2022.