B. Riley Wealth Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$302K	Sell	40,958 -3,134	-7%	-$23.1K	0.01%	868
2024 Q3	$305K	Sell	44,092 -61	-0.1%	-$476	0.01%	944
2024 Q2	$355K	Sell	44,153 -4,699	-10%	-$43K	0.01%	949
2024 Q1	$511K	Buy	48,852 +4,512	+10%	+$47.9K	0.01%	779
2023 Q4	$482K	Sell	44,340 -4,512	-9%	-$46.2K	0.01%	835
2023 Q3	$511K	Buy	48,852 +13	+0%	+$148	0.01%	779
2023 Q2	$575K	Sell	48,839 -2,458	-5%	-$27.8K	0.01%	788
2023 Q1	$620K	Buy	51,297 +996	+2%	+$11.6K	0.02%	722
2022 Q4	$525K	Buy	50,301 +126	+0.3%	+$1.52K	0.01%	769
2022 Q3	$545K	Buy	+50,175	New	+$654K	0.02%	719
2021 Q1	–	Sell	-10,077	Closed	-$132K	–	1412
2020 Q4	$132K	Buy	+10,077	New	+$122K	0.01%	963

Other funds holding TPVG

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's TPVG Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its TriplePoint Venture Growth BDC (TPVG) stake by 7.1% in Q4 2024, selling an estimated $23.1K and leaving 40,958 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #868.

B. Riley Wealth Advisors first reported a position in TPVG in Q4 2020 and has held it in 11 quarters since. The position peaked at $620K in Q1 2023. 84 funds tracked by Wall St. Rank hold TPVG as of Q4 2024.

B. Riley Wealth Advisors held 40,958 shares of TriplePoint Venture Growth BDC worth $302K as of Q4 2024.
B. Riley Wealth Advisors sold 3,134 TriplePoint Venture Growth BDC shares in Q4 2024, an estimated $23.1K.
TriplePoint Venture Growth BDC made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #868 holding.
B. Riley Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q4 2020 and has held it in 11 quarters since.
B. Riley Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $620K in Q1 2023.
84 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.