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Next Financial Group’s Triumph Financial Inc TFIN Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-59
Closed -$2K – 2395
2019
Q4 		$2K Hold
59
– – ﹤0.01% 2212
2019
Q3 		$2K Sell
59
-1,784
-97% -$53.8K ﹤0.01% 2149
2019
Q2 		$54K Buy
1,843
+1,784
+3,024% +$53.2K 0.01% 1141
2019
Q1 		$2K Buy
+59
New +$1.84K ﹤0.01% 1492

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Vanguard Group
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Dimensional Fund Advisors
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State Street
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Brown Advisory
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
BFC
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PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Next Financial Group's TFIN Position: Q1 2020 in Review

Next Financial Group sold out of Triumph Financial Inc (TFIN) in Q1 2020, closing a stake of 59 shares — an estimated $2K sold.

Next Financial Group first reported a position in TFIN in Q1 2019 and held it in 4 quarters. The position peaked at $54K in Q2 2019. 121 funds tracked by Wall St. Rank hold TFIN as of Q1 2020.

  • Next Financial Group reported no remaining Triumph Financial Inc position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 59 Triumph Financial Inc shares in Q1 2020, an estimated $2K.
  • Next Financial Group first reported a position in Triumph Financial Inc in Q1 2019 and held it in 4 quarters.
  • Next Financial Group's Triumph Financial Inc position peaked at $54K in Q2 2019.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.