Sutton Wealth Advisors’s Triumph Financial Inc TFIN Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-295	Closed	-$14.4K	–	1488
2022 Q4	$14.4K	Buy	+295	New	+$15.9K	0.01%	821
2022 Q3	–	Sell	-7	Closed	-$438	–	1717
2022 Q2	$438	Sell	7 -276	-98%	-$19.6K	﹤0.01%	1487
2022 Q1	$26.6K	Buy	283 +87	+44%	+$8.56K	0.01%	615
2021 Q4	$23.3K	Buy	196 +82	+72%	+$9.82K	0.01%	660
2021 Q3	$11.4K	Buy	+114	New	+$9.13K	﹤0.01%	862
2020 Q2	–	Sell	-203	Closed	-$5.28K	–	1283
2020 Q1	$5.28K	Sell	203 -250	-55%	-$8.65K	﹤0.01%	804
2019 Q4	$17.2K	Hold	453	–	–	0.01%	661
2019 Q3	$14.4K	Hold	453	–	–	0.01%	689
2019 Q2	$13.2K	Buy	+453	New	+$13.5K	0.01%	706
2019 Q1	–	Sell	-407	Closed	-$12.1K	–	1220
2018 Q4	$12.1K	Buy	+407	New	+$14.4K	0.01%	691

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Sutton Wealth Advisors's TFIN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Triumph Financial Inc (TFIN) in Q1 2023, closing a stake of 295 shares — an estimated $14.4K sold.

Sutton Wealth Advisors first reported a position in TFIN in Q4 2018 and held it in 10 quarters. The position peaked at $26.6K in Q1 2022. 162 funds tracked by Wall St. Rank hold TFIN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Triumph Financial Inc position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 295 Triumph Financial Inc shares in Q1 2023, an estimated $14.4K.
Sutton Wealth Advisors first reported a position in Triumph Financial Inc in Q4 2018 and held it in 10 quarters.
Sutton Wealth Advisors's Triumph Financial Inc position peaked at $26.6K in Q1 2022.
162 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.