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Crewe Advisors’s Triumph Financial Inc TFIN Stock Holding History

Crewe 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
Q3 		– Sell
-241
Closed -$19.7K – 970
2024
Q2 		$19.7K Buy
+241
New +$18K ﹤0.01% 555

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Vanguard Group
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State Street
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Thrivent Financial for Lutherans
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Crewe Advisors's TFIN Position: Q3 2024 in Review

Crewe Advisors sold out of Triumph Financial Inc (TFIN) in Q3 2024, closing a stake of 241 shares — an estimated $19.7K sold.

Crewe Advisors first reported a position in TFIN in Q2 2024 and held it in 1 quarter. The position peaked at $19.7K in Q2 2024. 210 funds tracked by Wall St. Rank hold TFIN as of Q3 2024.

  • Crewe Advisors reported no remaining Triumph Financial Inc position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 241 Triumph Financial Inc shares in Q3 2024, an estimated $19.7K.
  • Crewe Advisors first reported a position in Triumph Financial Inc in Q2 2024 and held it in 1 quarter.
  • Crewe Advisors's Triumph Financial Inc position peaked at $19.7K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.