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Harvest Group Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-16
Closed -$1K – 641
2020
Q4 		$1K Hold
16
– – ﹤0.01% 560
2020
Q3 		$0 Hold
16
– – ﹤0.01% 817
2020
Q2 		$0 Hold
16
– – ﹤0.01% 831
2020
Q1 		$0 Buy
+16
New +$554 ﹤0.01% 978

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Dimensional Fund Advisors
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State Street
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DCM
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Thrivent Financial for Lutherans
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American Century Companies
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Harvest Group Wealth Management's TFIN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Triumph Financial Inc (TFIN) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TFIN in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 159 funds tracked by Wall St. Rank hold TFIN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Triumph Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 16 Triumph Financial Inc shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Triumph Financial Inc in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Triumph Financial Inc position peaked at $1K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.