Steward Partners Investment Advisory’s Triumph Group TGI Stock Holding History

Steward Partners Investment Advisory’s Portfolio TGI Stock Details TGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,400	Closed	-$21.1K	–	3715
2024 Q1	$21.1K	Buy	1,400 +100	+8%	+$1.49K	﹤0.01%	2507
2023 Q4	$21.6K	Hold	1,300	–	–	﹤0.01%	2367
2023 Q3	$9.96K	Hold	1,300	–	–	﹤0.01%	2603
2023 Q2	$16.1K	Buy	1,300 +300	+30%	+$3.42K	﹤0.01%	2393
2023 Q1	$11.6K	Hold	1,000	–	–	﹤0.01%	2487
2022 Q4	$10.5K	Hold	1,000	–	–	﹤0.01%	2521
2022 Q3	$9K	Hold	1,000	–	–	﹤0.01%	2588
2022 Q2	$13K	Hold	1,000	–	–	﹤0.01%	2423
2022 Q1	$25K	Buy	+1,000	New	+$22.2K	﹤0.01%	2269
2018 Q4	–	Sell	-300	Closed	-$7K	–	2022
2018 Q3	$7K	Buy	+300	New	+$6.28K	﹤0.01%	2031
2018 Q1	–	Sell	-14	Closed	–	–	2330
2017 Q4	$0	Buy	+14	New	+$420	﹤0.01%	1948

Other funds holding TGI

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

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

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

VOMP

Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's TGI Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Triumph Group (TGI) in Q2 2024, closing a stake of 1,400 shares — an estimated $21.1K sold.

Steward Partners Investment Advisory first reported a position in TGI in Q4 2017 and held it in 11 quarters. The position peaked at $25K in Q1 2022. 191 funds tracked by Wall St. Rank hold TGI as of Q2 2024.

Steward Partners Investment Advisory reported no remaining Triumph Group position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,400 Triumph Group shares in Q2 2024, an estimated $21.1K.
Steward Partners Investment Advisory first reported a position in Triumph Group in Q4 2017 and held it in 11 quarters.
Steward Partners Investment Advisory's Triumph Group position peaked at $25K in Q1 2022.
191 funds tracked by Wall St. Rank held Triumph Group as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.