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USA Financial Formulas’s Triumph Financial Inc TFIN Stock Holding History

USA Financial Formulas’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
2022
Q1 		– Sell
-264
Closed -$31K – 476
2021
Q4 		$31K Buy
+264
New +$31.6K 0.03% 176
2020
Q2 		– Sell
-1,465
Closed -$38K – 324
2020
Q1 		$38K Buy
+1,465
New +$50.7K 0.02% 136

Other funds holding TFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USA Financial Formulas's TFIN Position: Q1 2022 in Review

USA Financial Formulas sold out of Triumph Financial Inc (TFIN) in Q1 2022, closing a stake of 264 shares — an estimated $31K sold.

USA Financial Formulas first reported a position in TFIN in Q1 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2020. 172 funds tracked by Wall St. Rank hold TFIN as of Q1 2022.

  • USA Financial Formulas reported no remaining Triumph Financial Inc position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 264 Triumph Financial Inc shares in Q1 2022, an estimated $31K.
  • USA Financial Formulas first reported a position in Triumph Financial Inc in Q1 2020 and held it in 2 quarters.
  • USA Financial Formulas's Triumph Financial Inc position peaked at $38K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.