Financial Architects (New Jersey)’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Financial Architects (New Jersey)’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
2020 Q1	–	Sell	-200	Closed	-$3K	–	925
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	822
2019 Q3	$3K	Buy	+200	New	+$3.13K	﹤0.01%	894

Other funds holding TPVG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Architects (New Jersey)'s TPVG Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2020, closing a stake of 200 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in TPVG in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 70 funds tracked by Wall St. Rank hold TPVG as of Q1 2020.

Financial Architects (New Jersey) reported no remaining TriplePoint Venture Growth BDC position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 TriplePoint Venture Growth BDC shares in Q1 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in TriplePoint Venture Growth BDC in Q3 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s TriplePoint Venture Growth BDC position peaked at $3K in Q4 2019.
70 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.