Glassman Wealth Services’s Triumph Group TGI Stock Holding History

Glassman Wealth Services’s Portfolio TGI Stock Details TGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36	Closed	-$597	–	1645
2023 Q4	$597	Hold	36	–	–	﹤0.01%	1683
2023 Q3	$276	Sell	36 -19	-35%	-$186	﹤0.01%	1837
2023 Q2	$680	Hold	55	–	–	﹤0.01%	1573
2023 Q1	$637	Hold	55	–	–	﹤0.01%	1570
2022 Q4	$579	Buy	+55	New	+$568	﹤0.01%	1591
2022 Q3	–	Sell	-20	Closed	–	–	1976
2022 Q2	$0	Buy	+20	New	+$379	﹤0.01%	1990
2020 Q1	–	Sell	-1	Closed	–	–	1554
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1481
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1364
2019 Q2	$0	Buy	+1	New	+$21	﹤0.01%	1355
2018 Q4	–	Sell	-15	Closed	–	–	979
2018 Q3	$0	Buy	+15	New	+$314	﹤0.01%	958
2017 Q2	–	Sell	-2,671	Closed	-$69K	–	654
2017 Q1	$69K	Sell	2,671 -4,180	-61%	-$109K	0.05%	144
2016 Q4	$182K	Buy	+6,851	New	+$182K	0.13%	90
2016 Q2	–	Sell	-3,671	Closed	-$116K	–	450
2016 Q1	$116K	Hold	3,671	–	–	0.11%	98
2015 Q4	$146K	Buy	+3,671	New	+$148K	0.13%	92

Other funds holding TGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return