Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,141
Closed -$449K 314
2022
Q4
$449K Buy
16,141
+4,410
+38% +$139K 0.02% 192
2022
Q3
$327K Buy
+11,731
New +$339K 0.02% 229

Other funds holding TPG

AJ Wealth Strategies's TPG Position: Q1 2023 in Review

AJ Wealth Strategies sold out of TPG (TPG) in Q1 2023, closing a stake of 16,141 shares — an estimated $449K sold.

AJ Wealth Strategies first reported a position in TPG in Q3 2022 and held it in 2 quarters. The position peaked at $449K in Q4 2022. 111 funds tracked by Wall St. Rank hold TPG as of Q1 2023.

  • AJ Wealth Strategies reported no remaining TPG position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 16,141 TPG shares in Q1 2023, an estimated $449K.
  • AJ Wealth Strategies first reported a position in TPG in Q3 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's TPG position peaked at $449K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held TPG as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.