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Oberweis Asset Management’s Triumph Financial Inc TFIN Stock Holding History

Oberweis Asset Management’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
Q2 		– Sell
-23,100
Closed -$601K – 175
2020
Q1 		$601K Sell
23,100
-6,600
-22% -$228K 0.33% 67
2019
Q4 		$1.13M Buy
29,700
+4,100
+16% +$142K 0.38% 61
2019
Q3 		$816K Buy
+25,600
New +$772K 0.18% 87

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oberweis Asset Management's TFIN Position: Q2 2020 in Review

Oberweis Asset Management sold out of Triumph Financial Inc (TFIN) in Q2 2020, closing a stake of 23,100 shares — an estimated $601K sold.

Oberweis Asset Management first reported a position in TFIN in Q3 2019 and held it in 3 quarters. The position peaked at $1.13M in Q4 2019. 117 funds tracked by Wall St. Rank hold TFIN as of Q2 2020.

  • Oberweis Asset Management reported no remaining Triumph Financial Inc position as of Q2 2020 after selling out during the quarter.
  • Oberweis Asset Management sold 23,100 Triumph Financial Inc shares in Q2 2020, an estimated $601K.
  • Oberweis Asset Management first reported a position in Triumph Financial Inc in Q3 2019 and held it in 3 quarters.
  • Oberweis Asset Management's Triumph Financial Inc position peaked at $1.13M in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.