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

Spire 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
2024 Q3	–	Sell	-1,900	Closed	-$73.6K	–	2265
2024 Q2	$73.6K	Sell	1,900 -517	-21%	-$18.7K	﹤0.01%	988
2024 Q1	$85.3K	Hold	2,417	–	–	﹤0.01%	1039
2023 Q4	$77.4K	Hold	2,417	–	–	﹤0.01%	1064
2023 Q3	$65.6K	Buy	2,417 +2,307	+2,097%	+$64.7K	﹤0.01%	1071
2023 Q2	$3.07K	Hold	110	–	–	﹤0.01%	2117
2023 Q1	$2.64K	Buy	+110	New	+$2.46K	﹤0.01%	2201
2022 Q2	–	Sell	-51	Closed	-$1K	–	2826
2022 Q1	$1K	Hold	51	–	–	﹤0.01%	2484
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	2804
2021 Q3	$2K	Buy	+51	New	+$1.68K	﹤0.01%	2488

Other funds holding TCHP

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCOK

Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AFM

Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spire Wealth Management's TCHP Position: Q3 2024 in Review

Spire Wealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q3 2024, closing a stake of 1,900 shares — an estimated $73.6K sold.

Spire Wealth Management first reported a position in TCHP in Q3 2021 and held it in 9 quarters. The position peaked at $85.3K in Q1 2024. 104 funds tracked by Wall St. Rank hold TCHP as of Q3 2024.

Spire Wealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 1,900 T. Rowe Price Blue Chip Growth ETF shares in Q3 2024, an estimated $73.6K.
Spire Wealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 9 quarters.
Spire Wealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $85.3K in Q1 2024.
104 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.