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Capital Impact Advisors’s Triumph Financial Inc TFIN Stock Holding History

Capital Impact 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
2023
Q4 		– Sell
-4,053
Closed -$263K – 118
2023
Q3 		$263K Hold
4,053
– – 0.44% 90
2023
Q2 		$246K Hold
4,053
– – 0.27% 150
2023
Q1 		$235K Hold
4,053
– – 0.29% 144
2022
Q4 		$198K Hold
4,053
– – 0.19% 185
2022
Q3 		$237K Hold
4,053
– – 0.24% 165
2022
Q2 		$254K Sell
4,053
-867
-18% -$61.4K 0.23% 176
2022
Q1 		$463K Buy
+4,920
New +$484K 0.34% 141

Other funds holding TFIN

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
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Impact Advisors's TFIN Position: Q4 2023 in Review

Capital Impact Advisors sold out of Triumph Financial Inc (TFIN) in Q4 2023, closing a stake of 4,053 shares — an estimated $263K sold.

Capital Impact Advisors first reported a position in TFIN in Q1 2022 and held it in 7 quarters. The position peaked at $463K in Q1 2022. 172 funds tracked by Wall St. Rank hold TFIN as of Q4 2023.

  • Capital Impact Advisors reported no remaining Triumph Financial Inc position as of Q4 2023 after selling out during the quarter.
  • Capital Impact Advisors sold 4,053 Triumph Financial Inc shares in Q4 2023, an estimated $263K.
  • Capital Impact Advisors first reported a position in Triumph Financial Inc in Q1 2022 and held it in 7 quarters.
  • Capital Impact Advisors's Triumph Financial Inc position peaked at $463K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2023.

Based on Capital Impact Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.