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Investment House LLC’s Triumph Financial Inc TFIN Stock Holding History

Investment House LLC’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
2023
Q2 		– Sell
-16,000
Closed -$928K – 198
2023
Q1 		$928K Buy
+16,000
New +$917K 0.08% 119

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Thrivent Financial for Lutherans
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment House LLC's TFIN Position: Q2 2023 in Review

Investment House LLC sold out of Triumph Financial Inc (TFIN) in Q2 2023, closing a stake of 16,000 shares — an estimated $928K sold.

Investment House LLC first reported a position in TFIN in Q1 2023 and held it in 1 quarter. The position peaked at $928K in Q1 2023. 157 funds tracked by Wall St. Rank hold TFIN as of Q2 2023.

  • Investment House LLC reported no remaining Triumph Financial Inc position as of Q2 2023 after selling out during the quarter.
  • Investment House LLC sold 16,000 Triumph Financial Inc shares in Q2 2023, an estimated $928K.
  • Investment House LLC first reported a position in Triumph Financial Inc in Q1 2023 and held it in 1 quarter.
  • Investment House LLC's Triumph Financial Inc position peaked at $928K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2023.

Based on Investment House LLC's 13F filing for Q2 2023, filed 8 Aug 2023.