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 – 1491
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 – 1232
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 – 1161
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return