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Sax Wealth Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Sax Wealth 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
2022
Q2 		– Sell
-10,683
Closed -$187K – 176
2022
Q1 		$187K Buy
+10,683
New +$181K 0.05% 169

Other funds holding TPVG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sax Wealth Advisors's TPVG Position: Q2 2022 in Review

Sax Wealth Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2022, closing a stake of 10,683 shares — an estimated $187K sold.

Sax Wealth Advisors first reported a position in TPVG in Q1 2022 and held it in 1 quarter. The position peaked at $187K in Q1 2022. 94 funds tracked by Wall St. Rank hold TPVG as of Q2 2022.

  • Sax Wealth Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q2 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 10,683 TriplePoint Venture Growth BDC shares in Q2 2022, an estimated $187K.
  • Sax Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q1 2022 and held it in 1 quarter.
  • Sax Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $187K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.