WAP
TGI

Wealthcare Advisory Partners’s Triumph Group TGI Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-50,090
Closed -$935K – 950
2024
Q4 		$935K Sell
50,090
-2,742
-5% -$45.6K 0.03% 434
2024
Q3 		$681K Sell
52,832
-634
-1% -$9.19K 0.02% 500
2024
Q2 		$824K Sell
53,466
-3,627
-6% -$51.7K 0.03% 438
2024
Q1 		$859K Sell
57,093
-343
-0.6% -$5.11K 0.03% 408
2023
Q4 		$952K Sell
57,436
-660
-1% -$6.69K 0.04% 323
2023
Q3 		$445K Buy
58,096
+25
+0% +$244 0.02% 461
2023
Q2 		$718K Sell
58,071
-300
-0.5% -$3.42K 0.03% 366
2023
Q1 		$677K Sell
58,371
-91
-0.2% -$1.04K 0.03% 375
2022
Q4 		$615K Sell
58,462
-1,545
-3% -$16K 0.03% 370
2022
Q3 		$515K Sell
60,007
-100
-0.2% -$1.31K 0.03% 357
2022
Q2 		$799K Buy
60,107
+1,675
+3% +$31.7K 0.05% 240
2022
Q1 		$1.48M Sell
58,432
-21
-0% -$467 0.09% 134
2021
Q4 		$1.08M Buy
58,453
+2,542
+5% +$49.6K 0.06% 187
2021
Q3 		$1.04M Sell
55,911
-161
-0.3% -$3K 0.07% 184
2021
Q2 		$1.16M Buy
56,072
+1,100
+2% +$20.3K 0.08% 174
2021
Q1 		$1.01M Buy
+54,972
New +$821K 0.07% 179

Other funds holding TGI

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOMP
Vision One Management Partners Miami, Florida $232M AUM 49.23% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's TGI Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Triumph Group (TGI) in Q1 2025, closing a stake of 50,090 shares — an estimated $935K sold.

Wealthcare Advisory Partners first reported a position in TGI in Q1 2021 and held it in 16 quarters. The position peaked at $1.48M in Q1 2022. 221 funds tracked by Wall St. Rank hold TGI as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Triumph Group position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50,090 Triumph Group shares in Q1 2025, an estimated $935K.
  • Wealthcare Advisory Partners first reported a position in Triumph Group in Q1 2021 and held it in 16 quarters.
  • Wealthcare Advisory Partners's Triumph Group position peaked at $1.48M in Q1 2022.
  • 221 funds tracked by Wall St. Rank held Triumph Group as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.