AI
TGI

AdvisorShares Investments’s Triumph Group TGI Stock Holding History

AdvisorShares Investments’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
Q3 		– Sell
-28,480
Closed -$352K – 293
2023
Q2 		$352K Buy
+28,480
New +$325K 0.1% 158
2022
Q2 		– Sell
-7,080
Closed -$179K – 274
2022
Q1 		$179K Buy
+7,080
New +$157K 0.03% 171

Other funds holding TGI

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's TGI Position: Q3 2023 in Review

AdvisorShares Investments sold out of Triumph Group (TGI) in Q3 2023, closing a stake of 28,480 shares — an estimated $352K sold.

AdvisorShares Investments first reported a position in TGI in Q1 2022 and held it in 2 quarters. The position peaked at $352K in Q2 2023. 175 funds tracked by Wall St. Rank hold TGI as of Q3 2023.

  • AdvisorShares Investments reported no remaining Triumph Group position as of Q3 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 28,480 Triumph Group shares in Q3 2023, an estimated $352K.
  • AdvisorShares Investments first reported a position in Triumph Group in Q1 2022 and held it in 2 quarters.
  • AdvisorShares Investments's Triumph Group position peaked at $352K in Q2 2023.
  • 175 funds tracked by Wall St. Rank held Triumph Group as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.