AWM
TGI

Accurate Wealth Management’s Triumph Group TGI Stock Holding History

Accurate Wealth Management’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$991 – 1327
2022
Q4 		$991 Buy
+100
New +$1.03K ﹤0.01% 1370

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Accurate Wealth Management's TGI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Triumph Group (TGI) in Q1 2023, closing a stake of 100 shares — an estimated $991 sold.

Accurate Wealth Management first reported a position in TGI in Q4 2022 and held it in 1 quarter. The position peaked at $991 in Q4 2022. 176 funds tracked by Wall St. Rank hold TGI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Triumph Group position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 Triumph Group shares in Q1 2023, an estimated $991.
  • Accurate Wealth Management first reported a position in Triumph Group in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Triumph Group position peaked at $991 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Triumph Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.