AE Wealth Management’s TORM TRMD Stock Holding History

AE Wealth Management’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-19,724	Closed	-$477K	–	2072
2023 Q2	$477K	Sell	19,724 -6,963	-26%	-$194K	﹤0.01%	1419
2023 Q1	$831K	Buy	26,687 +8,462	+46%	+$257K	0.01%	1117
2022 Q4	$532K	Buy	+18,225	New	+$491K	﹤0.01%	1283

Other funds holding TRMD

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AE Wealth Management's TRMD Position: Q3 2023 in Review

AE Wealth Management sold out of TORM (TRMD) in Q3 2023, closing a stake of 19,724 shares — an estimated $477K sold.

AE Wealth Management first reported a position in TRMD in Q4 2022 and held it in 3 quarters. The position peaked at $831K in Q1 2023. 76 funds tracked by Wall St. Rank hold TRMD as of Q3 2023.

AE Wealth Management reported no remaining TORM position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 19,724 TORM shares in Q3 2023, an estimated $477K.
AE Wealth Management first reported a position in TORM in Q4 2022 and held it in 3 quarters.
AE Wealth Management's TORM position peaked at $831K in Q1 2023.
76 funds tracked by Wall St. Rank held TORM as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.