True Wealth Design’s Triumph Group TGI Stock Holding History

True Wealth Design’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
2024 Q4	–	Sell	-43	Closed	-$555	–	1515
2024 Q3	$555	Buy	+43	New	+$623	﹤0.01%	1087

Other funds holding TGI

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

HCC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

MRCP

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

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

VOMP

Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

True Wealth Design's TGI Position: Q4 2024 in Review

True Wealth Design sold out of Triumph Group (TGI) in Q4 2024, closing a stake of 43 shares — an estimated $555 sold.

True Wealth Design first reported a position in TGI in Q3 2024 and held it in 1 quarter. The position peaked at $555 in Q3 2024. 185 funds tracked by Wall St. Rank hold TGI as of Q4 2024.

True Wealth Design reported no remaining Triumph Group position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 43 Triumph Group shares in Q4 2024, an estimated $555.
True Wealth Design first reported a position in Triumph Group in Q3 2024 and held it in 1 quarter.
True Wealth Design's Triumph Group position peaked at $555 in Q3 2024.
185 funds tracked by Wall St. Rank held Triumph Group as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.