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Summit Financial Wealth Advisors’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Summit Financial Wealth Advisors’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
Q1 		– Sell
-7,055
Closed -$231K – 147
2021
Q4 		$231K Buy
+7,055
New +$235K 0.04% 123

Other funds holding TCHP

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Summit Financial Wealth Advisors's TCHP Position: Q1 2022 in Review

Summit Financial Wealth Advisors sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2022, closing a stake of 7,055 shares — an estimated $231K sold.

Summit Financial Wealth Advisors first reported a position in TCHP in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 59 funds tracked by Wall St. Rank hold TCHP as of Q1 2022.

  • Summit Financial Wealth Advisors reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 7,055 T. Rowe Price Blue Chip Growth ETF shares in Q1 2022, an estimated $231K.
  • Summit Financial Wealth Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's T. Rowe Price Blue Chip Growth ETF position peaked at $231K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.