VAFP
TPIC

Vahanian & Associates Financial Planning’s TPI Composites TPIC Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,605
Closed -$234K – 67
2023
Q2 		$234K Buy
22,605
+1,700
+8% +$19K 0.74% 46
2023
Q1 		$273K Buy
20,905
+8,450
+68% +$108K 0.76% 49
2022
Q4 		$126K Buy
+12,455
New +$130K 0.41% 59

Other funds holding TPIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Vahanian & Associates Financial Planning's TPIC Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of TPI Composites (TPIC) in Q3 2023, closing a stake of 22,605 shares — an estimated $234K sold.

Vahanian & Associates Financial Planning first reported a position in TPIC in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q1 2023. 171 funds tracked by Wall St. Rank hold TPIC as of Q3 2023.

  • Vahanian & Associates Financial Planning reported no remaining TPI Composites position as of Q3 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 22,605 TPI Composites shares in Q3 2023, an estimated $234K.
  • Vahanian & Associates Financial Planning first reported a position in TPI Composites in Q4 2022 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's TPI Composites position peaked at $273K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held TPI Composites as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.