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Mark Sheptoff Financial Planning’s TripAdvisor TRIP Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-250
Closed -$10K – 425
2021
Q2 		$10K Buy
+250
New +$11.3K 0.01% 330
2016
Q2 		– Sell
-50
Closed -$3K – 375
2016
Q1 		$3K Buy
+50
New +$3.31K ﹤0.01% 305

Other funds holding TRIP

PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's TRIP Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of TripAdvisor (TRIP) in Q3 2021, closing a stake of 250 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in TRIP in Q1 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 301 funds tracked by Wall St. Rank hold TRIP as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining TripAdvisor position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 TripAdvisor shares in Q3 2021, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in TripAdvisor in Q1 2016 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's TripAdvisor position peaked at $10K in Q2 2021.
  • 301 funds tracked by Wall St. Rank held TripAdvisor as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.