Howard Capital Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Howard Capital Management’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-190,463	Closed	-$3.71M	–	33
2022 Q2	$3.71M	Buy	190,463 +57,239	+43%	+$1.15M	1.04%	9
2022 Q1	$2.75M	Sell	133,224 -455	-0.3%	-$9.48K	0.63%	12
2021 Q4	$2.84M	Buy	133,679 +4,070	+3%	+$86.2K	0.35%	22
2021 Q3	$2.73M	Buy	+129,609	New	+$2.75M	0.4%	19

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Howard Capital Management's TIPX Position: Q3 2022 in Review

Howard Capital Management sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2022, closing a stake of 190,463 shares — an estimated $3.71M sold.

Howard Capital Management first reported a position in TIPX in Q3 2021 and held it in 4 quarters. The position peaked at $3.71M in Q2 2022. 139 funds tracked by Wall St. Rank hold TIPX as of Q3 2022.

Howard Capital Management reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2022 after selling out during the quarter.
Howard Capital Management sold 190,463 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2022, an estimated $3.71M.
Howard Capital Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2021 and held it in 4 quarters.
Howard Capital Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3.71M in Q2 2022.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2022.

Based on Howard Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.