GSWM
TGI

Golden State Wealth Management’s Triumph Group TGI Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-310
Closed -$2K – 831
2020
Q1 		$2K Buy
+310
New +$5.66K ﹤0.01% 876
2019
Q4 		– Sell
-310
Closed -$7K – 841
2019
Q3 		$7K Hold
310
– – ﹤0.01% 813
2019
Q2 		$7K Hold
310
– – ﹤0.01% 822
2019
Q1 		$6K Buy
+310
New +$5.84K ﹤0.01% 881

Other funds holding TGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Golden State Wealth Management's TGI Position: Q2 2020 in Review

Golden State Wealth Management sold out of Triumph Group (TGI) in Q2 2020, closing a stake of 310 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in TGI in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 152 funds tracked by Wall St. Rank hold TGI as of Q2 2020.

  • Golden State Wealth Management reported no remaining Triumph Group position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 310 Triumph Group shares in Q2 2020, an estimated $2K.
  • Golden State Wealth Management first reported a position in Triumph Group in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Triumph Group position peaked at $7K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Triumph Group as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.