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

TCI 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 Q2	–	Sell	-152	Closed	-$8.83K	–	2031
2023 Q1	$8.83K	Buy	152 +78	+105%	+$4.47K	﹤0.01%	1164
2022 Q4	$3.62K	Buy	74 +22	+42%	+$1.19K	﹤0.01%	1745
2022 Q3	$3K	Buy	52 +1	+2%	+$66	﹤0.01%	1842
2022 Q2	$3K	Buy	51 +6	+13%	+$425	﹤0.01%	1904
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	1795
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	1722
2021 Q3	$5K	Buy	45 +17	+61%	+$1.36K	﹤0.01%	1655
2021 Q2	$2K	Buy	28 +5	+22%	+$426	﹤0.01%	2100
2021 Q1	$2K	Buy	+23	New	+$1.6K	﹤0.01%	1904
2020 Q1	–	Sell	-19	Closed	-$1K	–	1758
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	1444
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	1389
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	1305
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	1309
2018 Q4	$1K	Buy	+19	New	+$671	﹤0.01%	1310

Other funds holding TFIN

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

TCI Wealth Advisors's TFIN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Triumph Financial Inc (TFIN) in Q2 2023, closing a stake of 152 shares — an estimated $8.83K sold.

TCI Wealth Advisors first reported a position in TFIN in Q4 2018 and held it in 14 quarters. The position peaked at $8.83K in Q1 2023. 157 funds tracked by Wall St. Rank hold TFIN as of Q2 2023.

TCI Wealth Advisors reported no remaining Triumph Financial Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 152 Triumph Financial Inc shares in Q2 2023, an estimated $8.83K.
TCI Wealth Advisors first reported a position in Triumph Financial Inc in Q4 2018 and held it in 14 quarters.
TCI Wealth Advisors's Triumph Financial Inc position peaked at $8.83K in Q1 2023.
157 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.