MPWT
TBRG

MassMutual Private Wealth & Trust’s TruBridge TBRG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-26
Closed -$1K – 1659
2021
Q4 		$1K Buy
+26
New +$848 ﹤0.01% 1340
2021
Q3 		– Sell
-78
Closed -$3K – 1355
2021
Q2 		$3K Buy
+78
New +$2.47K ﹤0.01% 972
2016
Q2 		– Sell
-281
Closed -$14.6K – 923
2016
Q1 		$14.6K Buy
+281
New +$14.9K ﹤0.01% 485

Other funds holding TBRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's TBRG Position: Q1 2022 in Review

MassMutual Private Wealth & Trust sold out of TruBridge (TBRG) in Q1 2022, closing a stake of 26 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in TBRG in Q1 2016 and held it in 3 quarters. The position peaked at $14.6K in Q1 2016. 164 funds tracked by Wall St. Rank hold TBRG as of Q1 2022.

  • MassMutual Private Wealth & Trust reported no remaining TruBridge position as of Q1 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 26 TruBridge shares in Q1 2022, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in TruBridge in Q1 2016 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's TruBridge position peaked at $14.6K in Q1 2016.
  • 164 funds tracked by Wall St. Rank held TruBridge as of Q1 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2022, filed 8 Apr 2022.