GWS
TGI

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 – 1640
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $278M AUM 88.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Glassman Wealth Services's TGI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Triumph Group (TGI) in Q1 2024, closing a stake of 36 shares — an estimated $597 sold.

Glassman Wealth Services first reported a position in TGI in Q4 2015 and held it in 14 quarters. The position peaked at $182K in Q4 2016. 188 funds tracked by Wall St. Rank hold TGI as of Q1 2024.

  • Glassman Wealth Services reported no remaining Triumph Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 36 Triumph Group shares in Q1 2024, an estimated $597.
  • Glassman Wealth Services first reported a position in Triumph Group in Q4 2015 and held it in 14 quarters.
  • Glassman Wealth Services's Triumph Group position peaked at $182K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Triumph Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.