Arkadios Wealth Advisors’s TripAdvisor TRIP Stock Holding History

Arkadios Wealth Advisors’s Portfolio TRIP Stock Details TRIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$6K	–	1679
2021 Q3	$6K	Buy	+200	New	+$7.17K	﹤0.01%	1569
2020 Q1	–	Sell	-7	Closed	-$207	–	1298
2019 Q4	$207	Buy	+7	New	+$236	﹤0.01%	966

Other funds holding TRIP

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Arkadios Wealth Advisors's TRIP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of TripAdvisor (TRIP) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in TRIP in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 293 funds tracked by Wall St. Rank hold TRIP as of Q4 2021.

Arkadios Wealth Advisors reported no remaining TripAdvisor position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 200 TripAdvisor shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in TripAdvisor in Q4 2019 and held it in 2 quarters.
Arkadios Wealth Advisors's TripAdvisor position peaked at $6K in Q3 2021.
293 funds tracked by Wall St. Rank held TripAdvisor as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.