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Loring Wolcott & Coolidge Fiduciary Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-1,300
Closed -$7K – 652
2020
Q1 		$7K Buy
+1,300
New +$15.4K ﹤0.01% 564

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AM
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RA
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VanEck Associates
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AllianceBernstein
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AAM
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PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Legal & General Group
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Loring Wolcott & Coolidge Fiduciary Advisors's TPVG Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2020, closing a stake of 1,300 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TPVG in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,300 TriplePoint Venture Growth BDC shares in Q2 2020, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TriplePoint Venture Growth BDC in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TriplePoint Venture Growth BDC position peaked at $7K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.