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Elevation Wealth Partners’s Triumph Financial Inc TFIN Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-170
Closed -$13.5K – 537
2024
Q1 		$13.5K Sell
170
-85
-33% -$6.42K 0.01% 332
2023
Q4 		$16.5K Buy
+255
New +$17.3K 0.01% 296

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

Elevation Wealth Partners's TFIN Position: Q2 2024 in Review

Elevation Wealth Partners sold out of Triumph Financial Inc (TFIN) in Q2 2024, closing a stake of 170 shares — an estimated $13.5K sold.

Elevation Wealth Partners first reported a position in TFIN in Q4 2023 and held it in 2 quarters. The position peaked at $16.5K in Q4 2023. 191 funds tracked by Wall St. Rank hold TFIN as of Q2 2024.

  • Elevation Wealth Partners reported no remaining Triumph Financial Inc position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 170 Triumph Financial Inc shares in Q2 2024, an estimated $13.5K.
  • Elevation Wealth Partners first reported a position in Triumph Financial Inc in Q4 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Triumph Financial Inc position peaked at $16.5K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.