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Carolina Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

Carolina Wealth 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
2021
Q3 		– Sell
-1,844
Closed -$137K – 304
2021
Q2 		$137K Buy
1,844
+412
+29% +$35.1K 0.09% 83
2021
Q1 		$111K Buy
+1,432
New +$99.6K 0.08% 71

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Vanguard Group
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Ameriprise
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carolina Wealth Advisors's TFIN Position: Q3 2021 in Review

Carolina Wealth Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2021, closing a stake of 1,844 shares — an estimated $137K sold.

Carolina Wealth Advisors first reported a position in TFIN in Q1 2021 and held it in 2 quarters. The position peaked at $137K in Q2 2021. 169 funds tracked by Wall St. Rank hold TFIN as of Q3 2021.

  • Carolina Wealth Advisors reported no remaining Triumph Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,844 Triumph Financial Inc shares in Q3 2021, an estimated $137K.
  • Carolina Wealth Advisors first reported a position in Triumph Financial Inc in Q1 2021 and held it in 2 quarters.
  • Carolina Wealth Advisors's Triumph Financial Inc position peaked at $137K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2021.

Based on Carolina Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.