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Lloyd Advisory Services’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Lloyd Advisory Services’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
-14,336
Closed -$150K – 318
2023
Q3 		$150K Buy
+14,336
New +$164K 0.05% 244

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Ameriprise
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AAM
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Millennium Management
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Lloyd Advisory Services's TPVG Position: Q4 2023 in Review

Lloyd Advisory Services sold out of TriplePoint Venture Growth BDC (TPVG) in Q4 2023, closing a stake of 14,336 shares — an estimated $150K sold.

Lloyd Advisory Services first reported a position in TPVG in Q3 2023 and held it in 1 quarter. The position peaked at $150K in Q3 2023. 86 funds tracked by Wall St. Rank hold TPVG as of Q4 2023.

  • Lloyd Advisory Services reported no remaining TriplePoint Venture Growth BDC position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 14,336 TriplePoint Venture Growth BDC shares in Q4 2023, an estimated $150K.
  • Lloyd Advisory Services first reported a position in TriplePoint Venture Growth BDC in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's TriplePoint Venture Growth BDC position peaked at $150K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.