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Mark Sheptoff Financial Planning’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-750
Closed -$13K – 486
2021
Q4 		$13K Hold
750
– – 0.01% 295
2021
Q3 		$12K Hold
750
– – 0.01% 289
2021
Q2 		$11K Buy
+750
New +$11.6K 0.01% 321

Other funds holding TPVG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mark Sheptoff Financial Planning's TPVG Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2022, closing a stake of 750 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in TPVG in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 80 funds tracked by Wall St. Rank hold TPVG as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining TriplePoint Venture Growth BDC position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 750 TriplePoint Venture Growth BDC shares in Q1 2022, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in TriplePoint Venture Growth BDC in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's TriplePoint Venture Growth BDC position peaked at $13K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.