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RMR Wealth Builders’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-585
Closed -$16K – 645
2021
Q1 		$16K Buy
+585
New +$16.6K ﹤0.01% 546

Other funds holding TCHP

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
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

RMR Wealth Builders's TCHP Position: Q2 2021 in Review

RMR Wealth Builders sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2021, closing a stake of 585 shares — an estimated $16K sold.

RMR Wealth Builders first reported a position in TCHP in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 31 funds tracked by Wall St. Rank hold TCHP as of Q2 2021.

  • RMR Wealth Builders reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 585 T. Rowe Price Blue Chip Growth ETF shares in Q2 2021, an estimated $16K.
  • RMR Wealth Builders first reported a position in T. Rowe Price Blue Chip Growth ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's T. Rowe Price Blue Chip Growth ETF position peaked at $16K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.