AWM
TPG icon

AE Wealth Management’s TPG TPG Stock Holding History

AE Wealth Management’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,376
Closed -$520K – 1912
2023
Q4 		$520K Buy
12,376
+2,336
+23% +$78.9K ﹤0.01% 1413
2023
Q3 		$302K Sell
10,040
-7,785
-44% -$227K ﹤0.01% 1608
2023
Q2 		$522K Sell
17,825
-5,445
-23% -$153K ﹤0.01% 1374
2023
Q1 		$683K Buy
+23,270
New +$731K ﹤0.01% 1206

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AE Wealth Management's TPG Position: Q1 2024 in Review

AE Wealth Management sold out of TPG (TPG) in Q1 2024, closing a stake of 12,376 shares — an estimated $520K sold.

AE Wealth Management first reported a position in TPG in Q1 2023 and held it in 4 quarters. The position peaked at $683K in Q1 2023. 192 funds tracked by Wall St. Rank hold TPG as of Q1 2024.

  • AE Wealth Management reported no remaining TPG position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,376 TPG shares in Q1 2024, an estimated $520K.
  • AE Wealth Management first reported a position in TPG in Q1 2023 and held it in 4 quarters.
  • AE Wealth Management's TPG position peaked at $683K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held TPG as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.