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Belpointe Asset Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-2,470
Closed -$29.8K – 3144
2023
Q1 		$29.8K Hold
2,470
– – ﹤0.01% 2053
2022
Q4 		$25.8K Buy
+2,470
New +$29.9K ﹤0.01% 2003

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Belpointe Asset Management's TPVG Position: Q2 2023 in Review

Belpointe Asset Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2023, closing a stake of 2,470 shares — an estimated $29.8K sold.

Belpointe Asset Management first reported a position in TPVG in Q4 2022 and held it in 2 quarters. The position peaked at $29.8K in Q1 2023. 80 funds tracked by Wall St. Rank hold TPVG as of Q2 2023.

  • Belpointe Asset Management reported no remaining TriplePoint Venture Growth BDC position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,470 TriplePoint Venture Growth BDC shares in Q2 2023, an estimated $29.8K.
  • Belpointe Asset Management first reported a position in TriplePoint Venture Growth BDC in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's TriplePoint Venture Growth BDC position peaked at $29.8K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.