KIG
TBRG

Kowal Investment Group’s TruBridge TBRG Stock Holding History

Kowal Investment Group’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-201
Closed -$7K – 979
2021
Q3 		$7K Buy
+201
New +$6.82K ﹤0.01% 590

Other funds holding TBRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kowal Investment Group's TBRG Position: Q4 2021 in Review

Kowal Investment Group sold out of TruBridge (TBRG) in Q4 2021, closing a stake of 201 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in TBRG in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 156 funds tracked by Wall St. Rank hold TBRG as of Q4 2021.

  • Kowal Investment Group reported no remaining TruBridge position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 201 TruBridge shares in Q4 2021, an estimated $7K.
  • Kowal Investment Group first reported a position in TruBridge in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's TruBridge position peaked at $7K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held TruBridge as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.