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Grimes & Company’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Grimes & Company’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
Q3 		– Sell
-11,633
Closed -$137K – 322
2023
Q2 		$137K Buy
+11,633
New +$131K ﹤0.01% 295

Other funds holding TPVG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Grimes & Company's TPVG Position: Q3 2023 in Review

Grimes & Company sold out of TriplePoint Venture Growth BDC (TPVG) in Q3 2023, closing a stake of 11,633 shares — an estimated $137K sold.

Grimes & Company first reported a position in TPVG in Q2 2023 and held it in 1 quarter. The position peaked at $137K in Q2 2023. 83 funds tracked by Wall St. Rank hold TPVG as of Q3 2023.

  • Grimes & Company reported no remaining TriplePoint Venture Growth BDC position as of Q3 2023 after selling out during the quarter.
  • Grimes & Company sold 11,633 TriplePoint Venture Growth BDC shares in Q3 2023, an estimated $137K.
  • Grimes & Company first reported a position in TriplePoint Venture Growth BDC in Q2 2023 and held it in 1 quarter.
  • Grimes & Company's TriplePoint Venture Growth BDC position peaked at $137K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2023.

Based on Grimes & Company's 13F filing for Q3 2023, filed 19 Oct 2023.