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TPVG icon

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

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AAM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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GG
Golden Green Seneca, South Carolina $95.5M AUM 20.83% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return