BWP
TPIC

BSW Wealth Partners’s TPI Composites TPIC Stock Holding History

BSW Wealth Partners’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,424
Closed -$126K – 339
2022
Q4 		$126K Buy
12,424
+940
+8% +$9.8K 0.03% 295
2022
Q3 		$130K Sell
11,484
-138
-1% -$2.18K 0.03% 258
2022
Q2 		$145K Sell
11,622
-4,514
-28% -$59.1K 0.03% 264
2022
Q1 		$227K Buy
+16,136
New +$206K 0.06% 252
2021
Q4 		– Sell
-9,927
Closed -$335K – 272
2021
Q3 		$335K Buy
9,927
+1,275
+15% +$50.1K 0.09% 158
2021
Q2 		$419K Buy
8,652
+2,628
+44% +$129K 0.12% 117
2021
Q1 		$340K Buy
6,024
+2,231
+59% +$134K 0.1% 127
2020
Q4 		$200K Buy
+3,793
New +$152K 0.06% 176

Other funds holding TPIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BSW Wealth Partners's TPIC Position: Q1 2023 in Review

BSW Wealth Partners sold out of TPI Composites (TPIC) in Q1 2023, closing a stake of 12,424 shares — an estimated $126K sold.

BSW Wealth Partners first reported a position in TPIC in Q4 2020 and held it in 8 quarters. The position peaked at $419K in Q2 2021. 201 funds tracked by Wall St. Rank hold TPIC as of Q1 2023.

  • BSW Wealth Partners reported no remaining TPI Composites position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 12,424 TPI Composites shares in Q1 2023, an estimated $126K.
  • BSW Wealth Partners first reported a position in TPI Composites in Q4 2020 and held it in 8 quarters.
  • BSW Wealth Partners's TPI Composites position peaked at $419K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held TPI Composites as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.