WR Wealth Planners’s TPG TPG Stock Holding History

WR Wealth Planners’s Portfolio TPG Stock Details TPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$440	Hold	7	–	–	﹤0.01%	999
2024 Q3	$403	Hold	7	–	–	﹤0.01%	1053
2024 Q2	$290	Hold	7	–	–	﹤0.01%	1089
2024 Q1	$313	Buy	+7	New	+$300	﹤0.01%	1110

Other funds holding TPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's TPG Position: Q4 2024 in Review

WR Wealth Planners held its TPG (TPG) position steady in Q4 2024 at 7 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #999.

WR Wealth Planners first reported a position in TPG in Q1 2024 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold TPG as of Q4 2024.

WR Wealth Planners held 7 shares of TPG worth $440 as of Q4 2024.
WR Wealth Planners left its TPG share count unchanged in Q4 2024.
TPG made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #999 holding.
WR Wealth Planners first reported a position in TPG in Q1 2024 and has held it in 4 quarters since.
271 funds tracked by Wall St. Rank held TPG as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.