SWA
TGI

Sutton Wealth Advisors’s Triumph Group TGI Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,219
Closed -$23.3K – 1490
2022
Q4 		$23.3K Buy
2,219
+1,367
+160% +$14.1K 0.01% 639
2022
Q3 		$7.32K Sell
852
-20
-2% -$262 ﹤0.01% 989
2022
Q2 		$11.6K Sell
872
-113
-11% -$2.14K ﹤0.01% 855
2022
Q1 		$24.9K Buy
985
+131
+15% +$2.91K 0.01% 640
2021
Q4 		$15.8K Hold
854
– – 0.01% 782
2021
Q3 		$15.9K Hold
854
– – 0.01% 766
2021
Q2 		$17.7K Hold
854
– – 0.01% 740
2021
Q1 		$15.7K Hold
854
– – 0.01% 749
2020
Q4 		$10.7K Sell
854
-61
-7% -$633 ﹤0.01% 791
2020
Q3 		$5.96K Sell
915
-1,725
-65% -$12.8K ﹤0.01% 873
2020
Q2 		$23.8K Buy
+2,640
New +$19.5K 0.01% 489
2020
Q1 		– Sell
-742
Closed -$18.8K – 1257
2019
Q4 		$18.8K Buy
+742
New +$18.4K 0.01% 626
2019
Q1 		– Sell
-843
Closed -$9.7K – 1221
2018
Q4 		$9.7K Buy
843
+64
+8% +$1.11K 0.01% 755
2018
Q3 		$18.2K Buy
+779
New +$16.3K 0.01% 628
2018
Q2 		– Sell
-929
Closed -$23.4K – 1160
2018
Q1 		$23.4K Hold
929
– – 0.02% 511
2017
Q4 		$25.3K Hold
929
– – 0.02% 470
2017
Q3 		$27.6K Hold
929
– – 0.02% 429
2017
Q2 		$29.4K Hold
929
– – 0.02% 404
2017
Q1 		$23.9K Buy
+929
New +$24.3K 0.02% 448

Other funds holding TGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Triumph Group (TGI) in Q1 2023, closing a stake of 2,219 shares — an estimated $23.3K sold.

Sutton Wealth Advisors first reported a position in TGI in Q1 2017 and held it in 19 quarters. The position peaked at $29.4K in Q2 2017. 177 funds tracked by Wall St. Rank hold TGI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Triumph Group position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,219 Triumph Group shares in Q1 2023, an estimated $23.3K.
  • Sutton Wealth Advisors first reported a position in Triumph Group in Q1 2017 and held it in 19 quarters.
  • Sutton Wealth Advisors's Triumph Group position peaked at $29.4K in Q2 2017.
  • 177 funds tracked by Wall St. Rank held Triumph Group as of Q1 2023.

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