PWMG
TBRG

Private Wealth Management Group’s TruBridge TBRG Stock Holding History

Private Wealth Management Group’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-225
Closed -$2.08K – 1617
2024
Q1 		$2.08K Buy
225
+195
+650% +$1.89K ﹤0.01% 952
2023
Q4 		$336 Buy
+30
New +$380 ﹤0.01% 1492

Other funds holding TBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Private Wealth Management Group's TBRG Position: Q2 2024 in Review

Private Wealth Management Group sold out of TruBridge (TBRG) in Q2 2024, closing a stake of 225 shares — an estimated $2.08K sold.

Private Wealth Management Group first reported a position in TBRG in Q4 2023 and held it in 2 quarters. The position peaked at $2.08K in Q1 2024. 109 funds tracked by Wall St. Rank hold TBRG as of Q2 2024.

  • Private Wealth Management Group reported no remaining TruBridge position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 225 TruBridge shares in Q2 2024, an estimated $2.08K.
  • Private Wealth Management Group first reported a position in TruBridge in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's TruBridge position peaked at $2.08K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held TruBridge as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.