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WealthBridge Capital Management’s Triumph Financial Inc TFIN Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-385
Closed -$12K – 787
2019
Q1 		$12K Buy
385
+11
+3% +$343 0.01% 539
2018
Q4 		$11K Buy
+374
New +$13.2K 0.01% 511

Other funds holding TFIN

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

WealthBridge Capital Management's TFIN Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Triumph Financial Inc (TFIN) in Q2 2019, closing a stake of 385 shares — an estimated $12K sold.

WealthBridge Capital Management first reported a position in TFIN in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 121 funds tracked by Wall St. Rank hold TFIN as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Triumph Financial Inc position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 385 Triumph Financial Inc shares in Q2 2019, an estimated $12K.
  • WealthBridge Capital Management first reported a position in Triumph Financial Inc in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Triumph Financial Inc position peaked at $12K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.