Simplicity Wealth’s TPG TPG Stock Holding History

Simplicity Wealth’s Portfolio TPG Stock Details TPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38,154	Closed	-$1.58M	–	1138
2024 Q2	$1.58M	Sell	38,154 -161	-0.4%	-$6.89K	0.04%	400
2024 Q1	$1.71M	Buy	+38,315	New	+$1.64M	0.04%	382

Other funds holding TPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Simplicity Wealth's TPG Position: Q3 2024 in Review

Simplicity Wealth sold out of TPG (TPG) in Q3 2024, closing a stake of 38,154 shares — an estimated $1.58M sold.

Simplicity Wealth first reported a position in TPG in Q1 2024 and held it in 2 quarters. The position peaked at $1.71M in Q1 2024. 219 funds tracked by Wall St. Rank hold TPG as of Q3 2024.

Simplicity Wealth reported no remaining TPG position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 38,154 TPG shares in Q3 2024, an estimated $1.58M.
Simplicity Wealth first reported a position in TPG in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's TPG position peaked at $1.71M in Q1 2024.
219 funds tracked by Wall St. Rank held TPG as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.