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Carolinas Wealth Consulting’s TPG TPG Stock Holding History

Carolinas Wealth Consulting’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-450
Closed -$19.4K – 1150
2023
Q4 		$19.4K Hold
450
– – ﹤0.01% 446
2023
Q3 		$12.4K Hold
450
– – ﹤0.01% 493
2023
Q2 		$13.2K Hold
450
– – ﹤0.01% 552
2023
Q1 		$13.2K Hold
450
– – ﹤0.01% 563
2022
Q4 		$12.5K Hold
450
– – ﹤0.01% 583
2022
Q3 		$13K Hold
450
– – ﹤0.01% 523
2022
Q2 		$11K Hold
450
– – ﹤0.01% 560
2022
Q1 		$14K Buy
+450
New +$13.9K ﹤0.01% 559

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's TPG Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of TPG (TPG) in Q1 2024, closing a stake of 450 shares — an estimated $19.4K sold.

Carolinas Wealth Consulting first reported a position in TPG in Q1 2022 and held it in 8 quarters. The position peaked at $19.4K in Q4 2023. 192 funds tracked by Wall St. Rank hold TPG as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining TPG position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 450 TPG shares in Q1 2024, an estimated $19.4K.
  • Carolinas Wealth Consulting first reported a position in TPG in Q1 2022 and held it in 8 quarters.
  • Carolinas Wealth Consulting's TPG position peaked at $19.4K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held TPG as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.