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Symphony Financial’s Triumph Financial Inc TFIN Stock Holding History

Symphony Financial’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
2021
Q3 		– Sell
-4,900
Closed -$363K – 186
2021
Q2 		$363K Buy
4,900
+300
+7% +$25.6K 0.12% 124
2021
Q1 		$427K Buy
+4,600
New +$320K 0.11% 124

Other funds holding TFIN

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Symphony Financial's TFIN Position: Q3 2021 in Review

Symphony Financial sold out of Triumph Financial Inc (TFIN) in Q3 2021, closing a stake of 4,900 shares — an estimated $363K sold.

Symphony Financial first reported a position in TFIN in Q1 2021 and held it in 2 quarters. The position peaked at $427K in Q1 2021. 169 funds tracked by Wall St. Rank hold TFIN as of Q3 2021.

  • Symphony Financial reported no remaining Triumph Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Symphony Financial sold 4,900 Triumph Financial Inc shares in Q3 2021, an estimated $363K.
  • Symphony Financial first reported a position in Triumph Financial Inc in Q1 2021 and held it in 2 quarters.
  • Symphony Financial's Triumph Financial Inc position peaked at $427K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2021.

Based on Symphony Financial's 13F filing for Q3 2021, filed 12 Oct 2021.