Total Clarity Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-25	Closed	–	–	913
2022 Q2	$0	Buy	+25	New	+$377	﹤0.01%	1045
2022 Q1	–	Sell	-3,335	Closed	-$60K	–	852
2021 Q4	$60K	Buy	3,335 +265	+9%	+$4.64K	0.03%	376
2021 Q3	$49K	Buy	+3,070	New	+$48.1K	0.02%	409

Other funds holding TPVG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Total Clarity Wealth Management's TPVG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q3 2022, closing a stake of 25 shares.

Total Clarity Wealth Management first reported a position in TPVG in Q3 2021 and held it in 3 quarters. The position peaked at $60K in Q4 2021. 89 funds tracked by Wall St. Rank hold TPVG as of Q3 2022.

Total Clarity Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 25 TriplePoint Venture Growth BDC shares in Q3 2022.
Total Clarity Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's TriplePoint Venture Growth BDC position peaked at $60K in Q4 2021.
89 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.