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Gupta Wealth Management’s TripAdvisor TRIP Stock Holding History

Gupta Wealth Management’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
20
– – ﹤0.01% 1127
2015
Q4 		$2K Sell
20
-50
-71% -$4.04K ﹤0.01% 1138
2015
Q3 		$4K Buy
+70
New +$5.3K ﹤0.01% 1072
2015
Q2 		– Sell
-39
Closed -$3K – 1322
2015
Q1 		$3K Buy
+39
New +$3.06K ﹤0.01% 969

Other funds holding TRIP

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's TRIP Position: Q1 2016 in Review

Gupta Wealth Management held its TripAdvisor (TRIP) position steady in Q1 2016 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Gupta Wealth Management first reported a position in TRIP in Q1 2015 and has held it in 4 quarters since. The position peaked at $4K in Q3 2015. 401 funds tracked by Wall St. Rank hold TRIP as of Q1 2016.

  • Gupta Wealth Management held 20 shares of TripAdvisor worth $1K as of Q1 2016.
  • Gupta Wealth Management left its TripAdvisor share count unchanged in Q1 2016.
  • TripAdvisor made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1127 holding.
  • Gupta Wealth Management first reported a position in TripAdvisor in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's TripAdvisor position peaked at $4K in Q3 2015.
  • 401 funds tracked by Wall St. Rank held TripAdvisor as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.