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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCI Wealth Advisors's TGI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Triumph Group (TGI) in Q4 2022, closing a stake of 426 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in TGI in Q3 2017 and held it in 15 quarters. The position peaked at $9K in Q1 2022. 177 funds tracked by Wall St. Rank hold TGI as of Q4 2022.

TCI Wealth Advisors reported no remaining Triumph Group position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 426 Triumph Group shares in Q4 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Triumph Group in Q3 2017 and held it in 15 quarters.
TCI Wealth Advisors's Triumph Group position peaked at $9K in Q1 2022.
177 funds tracked by Wall St. Rank held Triumph Group as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.