HGWM
TGI

Harvest Group Wealth Management’s Triumph Group TGI Stock Holding History

Harvest Group 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
Q4 		– Sell
-29
Closed – – 847
2020
Q3 		$0 Hold
29
– – ﹤0.01% 818
2020
Q2 		$0 Buy
+29
New +$215 ﹤0.01% 833
2020
Q1 		– Sell
-77
Closed -$1K – 980
2019
Q4 		$1K Hold
77
– – ﹤0.01% 874
2019
Q3 		$2K Hold
77
– – ﹤0.01% 768
2019
Q2 		$1K Hold
77
– – ﹤0.01% 818
2019
Q1 		$1K Buy
+77
New +$1.45K ﹤0.01% 852

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harvest Group Wealth Management's TGI Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Triumph Group (TGI) in Q4 2020, closing a stake of 29 shares.

Harvest Group Wealth Management first reported a position in TGI in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 164 funds tracked by Wall St. Rank hold TGI as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Triumph Group position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 29 Triumph Group shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Triumph Group in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Triumph Group position peaked at $2K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held Triumph Group as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.