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Coppell Advisory Solutions Corp’s Triumph Financial Inc TFIN Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-28
Closed -$1.37K – 976
2022
Q4 		$1.37K Buy
+28
New +$1.51K ﹤0.01% 904

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Thrivent Financial for Lutherans
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Dimensional Fund Advisors
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Coppell Advisory Solutions Corp's TFIN Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Triumph Financial Inc (TFIN) in Q1 2023, closing a stake of 28 shares — an estimated $1.37K sold.

Coppell Advisory Solutions Corp first reported a position in TFIN in Q4 2022 and held it in 1 quarter. The position peaked at $1.37K in Q4 2022. 162 funds tracked by Wall St. Rank hold TFIN as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Triumph Financial Inc position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 28 Triumph Financial Inc shares in Q1 2023, an estimated $1.37K.
  • Coppell Advisory Solutions Corp first reported a position in Triumph Financial Inc in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Triumph Financial Inc position peaked at $1.37K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.