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IFP Advisors’s TriMas Corp TRS Stock Holding History

IFP Advisors’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
2025
Q4 		– Sell
-1
Closed -$39 – 5039
2025
Q3 		$39 Buy
+1
New +$36 ﹤0.01% 4687
2025
Q2 		– Hold
0
– – – 4302
2025
Q1 		– Hold
0
– – – 3545
2024
Q4 		– Hold
0
– – – 3520
2019
Q1 		$0 Sell
6
-89
-94% -$2.64K ﹤0.01% 3370
2018
Q4 		$3K Hold
95
– – ﹤0.01% 3073
2018
Q3 		$3K Hold
95
– – ﹤0.01% 3454
2018
Q2 		$3K Sell
95
-5
-5% -$142 ﹤0.01% 3511
2018
Q1 		$3K Hold
100
– – ﹤0.01% 3414
2017
Q4 		$3K Buy
100
+89
+809% +$2.37K ﹤0.01% 3464
2017
Q3 		$0 Hold
11
– – ﹤0.01% 4207
2017
Q2 		$0 Hold
11
– – ﹤0.01% 4215
2017
Q1 		$0 Hold
11
– – ﹤0.01% 4132
2016
Q4 		$0 Hold
11
– – ﹤0.01% 4135
2016
Q3 		$0 Hold
11
– – ﹤0.01% 4042
2016
Q2 		$0 Buy
11
+5
+83% +$87 ﹤0.01% 4073
2016
Q1 		$0 Buy
+6
New +$103 ﹤0.01% 3374

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Dimensional Fund Advisors
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JFG
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AR
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return