TrinityPoint Wealth, LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, TrinityPoint Wealth, LLC opened 0 positions, added to 3, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$113,809); the largest decrease was NVO (-$405,860).
- NVO: Country of operation —; Class ADR; Shares 2024-09-30 16,353; Shares 2024-12-31 17,918.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-09-30 1,561; Shares 2024-12-31 1,949.
- SHEL: Country of operation —; Class SPON ADS; Shares 2024-09-30 11,361; Shares 2024-12-31 12,574.
Two Form 13F-HR filings compared (SEC CIK 1766510): 2024-09-30 (filed 2024-11-07) and 2024-12-31 (filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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