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Prestige Wealth Management Group’s TripAdvisor TRIP Stock Holding History

Prestige Wealth Management Group’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
2024
Q4 		– Sell
-69
Closed -$1K – 1069
2024
Q3 		$1K Hold
69
– – ﹤0.01% 884
2024
Q2 		$1.23K Hold
69
– – ﹤0.01% 801
2024
Q1 		$1.92K Hold
69
– – ﹤0.01% 754
2023
Q4 		$1.49K Hold
69
– – ﹤0.01% 814
2023
Q3 		$1.15K Hold
69
– – ﹤0.01% 858
2023
Q2 		$1.14K Buy
+69
New +$1.17K ﹤0.01% 893
2022
Q2 		– Sell
-42
Closed -$1K – 1072
2022
Q1 		$1K Buy
+42
New +$1.12K ﹤0.01% 937

Other funds holding TRIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Prestige Wealth Management Group's TRIP Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of TripAdvisor (TRIP) in Q4 2024, closing a stake of 69 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in TRIP in Q1 2022 and held it in 7 quarters. The position peaked at $1.92K in Q1 2024. 288 funds tracked by Wall St. Rank hold TRIP as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining TripAdvisor position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 69 TripAdvisor shares in Q4 2024, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in TripAdvisor in Q1 2022 and held it in 7 quarters.
  • Prestige Wealth Management Group's TripAdvisor position peaked at $1.92K in Q1 2024.
  • 288 funds tracked by Wall St. Rank held TripAdvisor as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.