IBEX Wealth Advisors’s TORM TRMD Stock Holding History

IBEX Wealth Advisors’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 Q1	$496K	Buy	+15,934	New	+$485K	0.13%	84

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

IBEX Wealth Advisors's TRMD Position: Q1 2023 in Review

IBEX Wealth Advisors opened a new position in TORM (TRMD) in Q1 2023: 15,934 shares worth $496K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings.

62 funds tracked by Wall St. Rank hold TRMD as of Q1 2023.

IBEX Wealth Advisors held 15,934 shares of TORM worth $496K as of Q1 2023.
TORM was a new IBEX Wealth Advisors position in Q1 2023.
TORM made up 0.13% of IBEX Wealth Advisors's portfolio in Q1 2023, its #84 holding.
62 funds tracked by Wall St. Rank held TORM as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.