TCI Wealth Advisors’s Triumph Group TGI Stock Holding History

TCI 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
2022 Q4	–	Sell	-426	Closed	-$4K	–	2650
2022 Q3	$4K	Hold	426	–	–	﹤0.01%	1680
2022 Q2	$6K	Buy	426 +69	+19%	+$1.31K	﹤0.01%	1404
2022 Q1	$9K	Buy	357 +190	+114%	+$4.22K	﹤0.01%	1197
2021 Q4	$3K	Hold	167	–	–	﹤0.01%	2038
2021 Q3	$3K	Hold	167	–	–	﹤0.01%	2018
2021 Q2	$3K	Hold	167	–	–	﹤0.01%	1859
2021 Q1	$3K	Hold	167	–	–	﹤0.01%	1594
2020 Q4	$2K	Hold	167	–	–	﹤0.01%	1277
2020 Q3	$1K	Buy	+167	New	+$1.24K	﹤0.01%	1434
2020 Q1	–	Sell	-93	Closed	-$2K	–	1760
2019 Q4	$2K	Hold	93	–	–	﹤0.01%	1207
2019 Q3	$2K	Hold	93	–	–	﹤0.01%	1151
2019 Q2	$2K	Hold	93	–	–	﹤0.01%	1070
2019 Q1	$2K	Hold	93	–	–	﹤0.01%	1085
2018 Q4	$1K	Buy	+93	New	+$1.62K	﹤0.01%	1311
2017 Q4	–	Sell	-22	Closed	-$1K	–	1420
2017 Q3	$1K	Buy	+22	New	+$628	﹤0.01%	1206

Other funds holding TGI

BlackRock New York $5.72T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return