Steward Partners Investment Advisory’s TPG Pace Beneficial Finance Corp. TPGY Stock Holding History

Steward Partners Investment Advisory’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	-2,100	Closed	-$21K	–	3521
2022 Q3	$21K	Sell	2,100 -1,000	-32%	-$9.97K	﹤0.01%	2218
2022 Q2	$31K	Hold	3,100	–	–	﹤0.01%	2026
2022 Q1	$31K	Hold	3,100	–	–	﹤0.01%	2166
2021 Q4	$30K	Sell	3,100 -3,700	-54%	-$38.9K	﹤0.01%	2154
2021 Q3	$72K	Sell	6,800 -4,000	-37%	-$45.6K	﹤0.01%	1699
2021 Q2	$139K	Hold	10,800	–	–	﹤0.01%	1845
2021 Q1	$211K	Buy	10,800 +3,300	+44%	+$77.5K	﹤0.01%	1271
2020 Q4	$193K	Buy	+7,500	New	+$151K	﹤0.01%	1089

Other funds holding TPGY

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

Steward Partners Investment Advisory's TPGY Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of TPG Pace Beneficial Finance Corp. (TPGY) in Q4 2022, closing a stake of 2,100 shares — an estimated $21K sold.

Steward Partners Investment Advisory first reported a position in TPGY in Q4 2020 and held it in 8 quarters. The position peaked at $211K in Q1 2021. 1 fund tracked by Wall St. Rank holds TPGY as of Q4 2022.

Steward Partners Investment Advisory reported no remaining TPG Pace Beneficial Finance Corp. position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,100 TPG Pace Beneficial Finance Corp. shares in Q4 2022, an estimated $21K.
Steward Partners Investment Advisory first reported a position in TPG Pace Beneficial Finance Corp. in Q4 2020 and held it in 8 quarters.
Steward Partners Investment Advisory's TPG Pace Beneficial Finance Corp. position peaked at $211K in Q1 2021.
1 fund tracked by Wall St. Rank held TPG Pace Beneficial Finance Corp. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.