Cedar Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Cedar Wealth 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 Q4	–	Sell	-650	Closed	-$6.8K	–	297
2023 Q3	$6.8K	Hold	650	–	–	﹤0.01%	238
2023 Q2	$7.66K	Hold	650	–	–	﹤0.01%	244
2023 Q1	$7.85K	Hold	650	–	–	﹤0.01%	238
2022 Q4	$6.78K	Sell	650 -650	-50%	-$7.87K	﹤0.01%	236
2022 Q3	$14K	Hold	1,300	–	–	0.01%	235
2022 Q2	$17K	Sell	1,300 -450	-26%	-$6.79K	0.01%	238
2022 Q1	$31K	Hold	1,750	–	–	0.01%	216
2021 Q4	$31K	Buy	+1,750	New	+$30.6K	0.01%	216

Other funds holding TPVG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cedar Wealth Management's TPVG Position: Q4 2023 in Review

Cedar Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q4 2023, closing a stake of 650 shares — an estimated $6.8K sold.

Cedar Wealth Management first reported a position in TPVG in Q4 2021 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 86 funds tracked by Wall St. Rank hold TPVG as of Q4 2023.

Cedar Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 650 TriplePoint Venture Growth BDC shares in Q4 2023, an estimated $6.8K.
Cedar Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q4 2021 and held it in 8 quarters.
Cedar Wealth Management's TriplePoint Venture Growth BDC position peaked at $31K in Q1 2022.
86 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.