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Legacy Financial Advisors’s Triumph Financial Inc TFIN Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-333
Closed -$10K – 819
2019
Q1 		$10K Buy
+333
New +$10.4K ﹤0.01% 617

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Legacy Financial Advisors's TFIN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2019, closing a stake of 333 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in TFIN in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 121 funds tracked by Wall St. Rank hold TFIN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Triumph Financial Inc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 333 Triumph Financial Inc shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Triumph Financial Inc in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Triumph Financial Inc position peaked at $10K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.