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O'Shaughnessy Asset Management’s Triumph Financial Inc TFIN Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-182
Closed -$18K – 2365
2021
Q3 		$18K Buy
+182
New +$14.6K ﹤0.01% 1991

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LCG
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

O'Shaughnessy Asset Management's TFIN Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Triumph Financial Inc (TFIN) in Q4 2021, closing a stake of 182 shares — an estimated $18K sold.

O'Shaughnessy Asset Management first reported a position in TFIN in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 183 funds tracked by Wall St. Rank hold TFIN as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Triumph Financial Inc position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 182 Triumph Financial Inc shares in Q4 2021, an estimated $18K.
  • O'Shaughnessy Asset Management first reported a position in Triumph Financial Inc in Q3 2021 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Triumph Financial Inc position peaked at $18K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.