WealthPLAN Partners’s TriplePoint Venture Growth BDC TPVG Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-195	Closed	-$2.3K	–	1089
2023 Q2	$2.3K	Buy	195 +6	+3%	+$68	﹤0.01%	1058
2023 Q1	$2.28K	Buy	+189	New	+$2.21K	﹤0.01%	1112

Other funds holding TPVG

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

WealthPLAN Partners's TPVG Position: Q3 2023 in Review

WealthPLAN Partners sold out of TriplePoint Venture Growth BDC (TPVG) in Q3 2023, closing a stake of 195 shares — an estimated $2.3K sold.

WealthPLAN Partners first reported a position in TPVG in Q1 2023 and held it in 2 quarters. The position peaked at $2.3K in Q2 2023. 83 funds tracked by Wall St. Rank hold TPVG as of Q3 2023.

WealthPLAN Partners reported no remaining TriplePoint Venture Growth BDC position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 195 TriplePoint Venture Growth BDC shares in Q3 2023, an estimated $2.3K.
WealthPLAN Partners first reported a position in TriplePoint Venture Growth BDC in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's TriplePoint Venture Growth BDC position peaked at $2.3K in Q2 2023.
83 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.