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Bell Investment Advisors’s Triumph Financial Inc TFIN Stock Holding History

Bell Investment Advisors’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed – – 1949
2022
Q2 		$0 Buy
+7
New +$496 ﹤0.01% 1825
2021
Q4 		$1K Hold
9
– – ﹤0.01% 1620
2021
Q3 		$1K Buy
+9
New +$721 ﹤0.01% 1578

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LCG
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State Street
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bell Investment Advisors's TFIN Position: Q3 2022 in Review

Bell Investment Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 7 shares.

Bell Investment Advisors first reported a position in TFIN in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

  • Bell Investment Advisors reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 7 Triumph Financial Inc shares in Q3 2022.
  • Bell Investment Advisors first reported a position in Triumph Financial Inc in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Triumph Financial Inc position peaked at $1K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.