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Wealthspire Advisors (Maryland)’s Triumph Financial Inc TFIN Stock Holding History

Wealthspire Advisors (Maryland)’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
-8
Closed – – 1863
2019
Q1 		$0 Hold
8
– – ﹤0.01% 2592
2018
Q4 		$0 Buy
+8
New +$282 ﹤0.01% 2562

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HCM
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Wealthspire Advisors (Maryland)'s TFIN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Triumph Financial Inc (TFIN) in Q2 2019, closing a stake of 8 shares.

Wealthspire Advisors (Maryland) first reported a position in TFIN in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 121 funds tracked by Wall St. Rank hold TFIN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Triumph Financial Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 Triumph Financial Inc shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Triumph Financial Inc in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Triumph Financial Inc position peaked at $0 in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.