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Buckingham Strategic Wealth’s TriMas Corp TRS Stock Holding History

Buckingham Strategic Wealth’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,730
Closed -$290K – 578
2020
Q3 		$290K Buy
+12,730
New +$310K 0.02% 372

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FMI
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BlackRock
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Dimensional Fund Advisors
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Buckingham Strategic Wealth's TRS Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of TriMas Corp (TRS) in Q4 2020, closing a stake of 12,730 shares — an estimated $290K sold.

Buckingham Strategic Wealth first reported a position in TRS in Q3 2020 and held it in 1 quarter. The position peaked at $290K in Q3 2020. 150 funds tracked by Wall St. Rank hold TRS as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining TriMas Corp position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,730 TriMas Corp shares in Q4 2020, an estimated $290K.
  • Buckingham Strategic Wealth first reported a position in TriMas Corp in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's TriMas Corp position peaked at $290K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held TriMas Corp as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.