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Stonebridge Capital Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Stonebridge Capital Advisors’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$13K – 1122
2022
Q2 		$13K Hold
400
– – ﹤0.01% 562
2022
Q1 		$15K Buy
+400
New +$14.3K ﹤0.01% 595

Other funds holding TPLC

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stonebridge Capital Advisors's TPLC Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q3 2022, closing a stake of 400 shares — an estimated $13K sold.

Stonebridge Capital Advisors first reported a position in TPLC in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 51 funds tracked by Wall St. Rank hold TPLC as of Q3 2022.

  • Stonebridge Capital Advisors reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q3 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 400 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2022, an estimated $13K.
  • Stonebridge Capital Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Timothy Plan US Large/Mid Cap Core ETF position peaked at $15K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.