CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Tiptree Inc TIPT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-106
Closed -$1K – 3864
2022
Q2 		$1K Buy
+106
New +$1.19K ﹤0.01% 4752

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's TIPT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Tiptree Inc (TIPT) in Q3 2022, closing a stake of 106 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in TIPT in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 77 funds tracked by Wall St. Rank hold TIPT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Tiptree Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 106 Tiptree Inc shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Tiptree Inc in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Tiptree Inc position peaked at $1K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.