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

Capital Performance 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
2024
Q4 		– Sell
-13
Closed -$1.03K – 2427
2024
Q3 		$1.03K Buy
+13
New +$1.08K ﹤0.01% 1890

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AC
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Barrow, Hanley, Mewhinney & Strauss
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American Century Companies
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LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Capital Performance Advisors's TFIN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Triumph Financial Inc (TFIN) in Q4 2024, closing a stake of 13 shares — an estimated $1.03K sold.

Capital Performance Advisors first reported a position in TFIN in Q3 2024 and held it in 1 quarter. The position peaked at $1.03K in Q3 2024. 213 funds tracked by Wall St. Rank hold TFIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Triumph Financial Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Triumph Financial Inc shares in Q4 2024, an estimated $1.03K.
  • Capital Performance Advisors first reported a position in Triumph Financial Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Triumph Financial Inc position peaked at $1.03K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.