SWA
TPGY

SOA Wealth Advisors’s TPG Pace Beneficial Finance Corp. TPGY Stock Holding History

SOA Wealth Advisors’s Portfolio TPGY Stock Details TPGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed – – 1030
2022
Q3 		$0 Hold
50
– – ﹤0.01% 1034
2022
Q2 		$0 Buy
+50
New +$495 ﹤0.01% 1080

Other funds holding TPGY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SOA Wealth Advisors's TPGY Position: Q4 2022 in Review

SOA Wealth Advisors sold out of TPG Pace Beneficial Finance Corp. (TPGY) in Q4 2022, closing a stake of 50 shares.

SOA Wealth Advisors first reported a position in TPGY in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1 fund tracked by Wall St. Rank holds TPGY as of Q4 2022.

  • SOA Wealth Advisors reported no remaining TPG Pace Beneficial Finance Corp. position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 50 TPG Pace Beneficial Finance Corp. shares in Q4 2022.
  • SOA Wealth Advisors first reported a position in TPG Pace Beneficial Finance Corp. in Q2 2022 and held it in 2 quarters.
  • SOA Wealth Advisors's TPG Pace Beneficial Finance Corp. position peaked at $0 in Q3 2022.
  • 1 fund tracked by Wall St. Rank held TPG Pace Beneficial Finance Corp. as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.