CI Investments Inc
TFIN icon

CI Investments Inc’s Triumph Financial Inc TFIN Stock Holding History

CI Investments Inc’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
-8,107
Closed -$602K – 1389
2021
Q2 		$602K Sell
8,107
-345
-4% -$29.4K ﹤0.01% 586
2021
Q1 		$654K Buy
+8,452
New +$588K ﹤0.01% 474

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

CI Investments Inc's TFIN Position: Q3 2021 in Review

CI Investments Inc sold out of Triumph Financial Inc (TFIN) in Q3 2021, closing a stake of 8,107 shares — an estimated $602K sold.

CI Investments Inc first reported a position in TFIN in Q1 2021 and held it in 2 quarters. The position peaked at $654K in Q1 2021. 169 funds tracked by Wall St. Rank hold TFIN as of Q3 2021.

  • CI Investments Inc reported no remaining Triumph Financial Inc position as of Q3 2021 after selling out during the quarter.
  • CI Investments Inc sold 8,107 Triumph Financial Inc shares in Q3 2021, an estimated $602K.
  • CI Investments Inc first reported a position in Triumph Financial Inc in Q1 2021 and held it in 2 quarters.
  • CI Investments Inc's Triumph Financial Inc position peaked at $654K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2021.

Based on CI Investments Inc's 13F filing for Q3 2021, filed 12 Nov 2021.