AWM
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Accurate Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Accurate Wealth Management’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$2.27K – 1348
2022
Q4 		$2.27K Buy
+200
New +$2.42K ﹤0.01% 1183

Other funds holding TPVG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's TPVG Position: Q1 2023 in Review

Accurate Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2023, closing a stake of 200 shares — an estimated $2.27K sold.

Accurate Wealth Management first reported a position in TPVG in Q4 2022 and held it in 1 quarter. The position peaked at $2.27K in Q4 2022. 77 funds tracked by Wall St. Rank hold TPVG as of Q1 2023.

  • Accurate Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 200 TriplePoint Venture Growth BDC shares in Q1 2023, an estimated $2.27K.
  • Accurate Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's TriplePoint Venture Growth BDC position peaked at $2.27K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.