CFM
TBRG

Catalyst Funds Management’s TruBridge TBRG Stock Holding History

Catalyst Funds Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,100
Closed -$25.1K – 1312
2024
Q3 		$25.1K Hold
2,100
– – 0.01% 1026
2024
Q2 		$21K Buy
+2,100
New +$19.1K 0.01% 665

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Catalyst Funds Management's TBRG Position: Q4 2024 in Review

Catalyst Funds Management sold out of TruBridge (TBRG) in Q4 2024, closing a stake of 2,100 shares — an estimated $25.1K sold.

Catalyst Funds Management first reported a position in TBRG in Q2 2024 and held it in 2 quarters. The position peaked at $25.1K in Q3 2024. 97 funds tracked by Wall St. Rank hold TBRG as of Q4 2024.

  • Catalyst Funds Management reported no remaining TruBridge position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 2,100 TruBridge shares in Q4 2024, an estimated $25.1K.
  • Catalyst Funds Management first reported a position in TruBridge in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's TruBridge position peaked at $25.1K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held TruBridge as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.