WFA
TRTX

Wipfli Financial Advisors’s TPG RE Finance Trust TRTX Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$25K Buy
+3,483
New +$33.1K ﹤0.01% 1476

Other funds holding TRTX

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 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

Wipfli Financial Advisors's TRTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in TPG RE Finance Trust (TRTX) in Q3 2022: 3,483 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

132 funds tracked by Wall St. Rank hold TRTX as of Q3 2022.

  • Wipfli Financial Advisors held 3,483 shares of TPG RE Finance Trust worth $25K as of Q3 2022.
  • TPG RE Finance Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • TPG RE Finance Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1476 holding.
  • 132 funds tracked by Wall St. Rank held TPG RE Finance Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.