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

TCI 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
2023
Q2 		– Sell
-207
Closed -$2.5K – 2064
2023
Q1 		$2.5K Hold
207
– – ﹤0.01% 1910
2022
Q4 		$2.16K Hold
207
– – ﹤0.01% 1958
2022
Q3 		$2K Buy
+207
New +$2.7K ﹤0.01% 1997

Other funds holding TPVG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TCI Wealth Advisors's TPVG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2023, closing a stake of 207 shares — an estimated $2.5K sold.

TCI Wealth Advisors first reported a position in TPVG in Q3 2022 and held it in 3 quarters. The position peaked at $2.5K in Q1 2023. 80 funds tracked by Wall St. Rank hold TPVG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 207 TriplePoint Venture Growth BDC shares in Q2 2023, an estimated $2.5K.
  • TCI Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $2.5K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.