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Valeo Financial Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Valeo Financial 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
2021
Q1 		– Sell
-100
Closed -$1K – 2187
2020
Q4 		$1K Buy
+100
New +$1.21K ﹤0.01% 1619

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SIS
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D.E. Shaw & Co
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Legal & General Group
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AAM
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AllianceBernstein
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Baird Financial Group
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Valeo Financial Advisors's TPVG Position: Q1 2021 in Review

Valeo Financial Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2021, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in TPVG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 74 funds tracked by Wall St. Rank hold TPVG as of Q1 2021.

  • Valeo Financial Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 TriplePoint Venture Growth BDC shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in TriplePoint Venture Growth BDC in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's TriplePoint Venture Growth BDC position peaked at $1K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.