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

WMG Financial 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
2024
Q2 		– Sell
-6,500
Closed -$229K – 171
2024
Q1 		$229K Sell
6,500
-1,170
-15% -$39.1K 0.13% 122
2023
Q4 		$237K Hold
7,670
– – 0.15% 95
2023
Q3 		$208K Sell
7,670
-6,877
-47% -$193K 0.18% 92
2023
Q2 		$406K Buy
14,547
+3,180
+28% +$81.2K 0.3% 68
2023
Q1 		$488K Sell
11,367
-33,005
-74% -$739K 0.4% 55
2022
Q4 		$915K Sell
44,372
-3,772
-8% -$80.3K 0.78% 42
2022
Q3 		$1.01M Sell
48,144
-38,694
-45% -$917K 0.91% 32
2022
Q2 		$1.91M Buy
86,838
+7,010
+9% +$172K 1.65% 13
2022
Q1 		$2.34M Buy
79,828
+27,680
+53% +$799K 1.72% 10
2021
Q4 		$1.73M Buy
+52,148
New +$1.74M 1.35% 18

Other funds holding TCHP

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $236M AUM 22.35% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

WMG Financial Advisors's TCHP Position: Q2 2024 in Review

WMG Financial Advisors sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q2 2024, closing a stake of 6,500 shares — an estimated $229K sold.

WMG Financial Advisors first reported a position in TCHP in Q4 2021 and held it in 10 quarters. The position peaked at $2.34M in Q1 2022. 99 funds tracked by Wall St. Rank hold TCHP as of Q2 2024.

  • WMG Financial Advisors reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q2 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 6,500 T. Rowe Price Blue Chip Growth ETF shares in Q2 2024, an estimated $229K.
  • WMG Financial Advisors first reported a position in T. Rowe Price Blue Chip Growth ETF in Q4 2021 and held it in 10 quarters.
  • WMG Financial Advisors's T. Rowe Price Blue Chip Growth ETF position peaked at $2.34M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q2 2024.

Based on WMG Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.