WAS
TRTX

Winch Advisory Services’s TPG RE Finance Trust TRTX Stock Holding History

Winch Advisory Services’s Portfolio TRTX Stock Details TRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-347
Closed -$2K – 459
2023
Q3 		$2K Hold
347
– – ﹤0.01% 373
2023
Q2 		$3K Hold
347
– – ﹤0.01% 341
2023
Q1 		$3K Buy
347
+10
+3% +$79 ﹤0.01% 338
2022
Q4 		$2K Buy
337
+11
+3% +$81 ﹤0.01% 347
2022
Q3 		$2K Buy
326
+7
+2% +$67 ﹤0.01% 338
2022
Q2 		$3K Buy
319
+6
+2% +$63 ﹤0.01% 330
2022
Q1 		$4K Buy
313
+8
+3% +$97 ﹤0.01% 339
2021
Q4 		$4K Hold
305
– – ﹤0.01% 353
2021
Q3 		$4K Buy
+305
New +$3.9K ﹤0.01% 362

Other funds holding TRTX

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winch Advisory Services's TRTX Position: Q4 2023 in Review

Winch Advisory Services sold out of TPG RE Finance Trust (TRTX) in Q4 2023, closing a stake of 347 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in TRTX in Q3 2021 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 116 funds tracked by Wall St. Rank hold TRTX as of Q4 2023.

  • Winch Advisory Services reported no remaining TPG RE Finance Trust position as of Q4 2023 after selling out during the quarter.
  • Winch Advisory Services sold 347 TPG RE Finance Trust shares in Q4 2023, an estimated $2K.
  • Winch Advisory Services first reported a position in TPG RE Finance Trust in Q3 2021 and held it in 9 quarters.
  • Winch Advisory Services's TPG RE Finance Trust position peaked at $4K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.