Private Ocean’s Triumph Financial Inc TFIN Stock Holding History

Private Ocean’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 Q3	–	Sell	-10	Closed	-$1K	–	624
2021 Q2	$1K	Buy	+10	New	+$852	﹤0.01%	512

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Ocean's TFIN Position: Q3 2021 in Review

Private Ocean sold out of Triumph Financial Inc (TFIN) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Private Ocean first reported a position in TFIN in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 169 funds tracked by Wall St. Rank hold TFIN as of Q3 2021.

Private Ocean reported no remaining Triumph Financial Inc position as of Q3 2021 after selling out during the quarter.
Private Ocean sold 10 Triumph Financial Inc shares in Q3 2021, an estimated $1K.
Private Ocean first reported a position in Triumph Financial Inc in Q2 2021 and held it in 1 quarter.
Private Ocean's Triumph Financial Inc position peaked at $1K in Q2 2021.
169 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.