Northwestern Mutual Wealth Management’s TRX Gold Corp TRX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio TRX Stock Details TRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,500	Closed	-$2.85K	–	3812
2023 Q4	$2.85K	Hold	7,500	–	–	﹤0.01%	2999
2023 Q3	$2.75K	Hold	7,500	–	–	﹤0.01%	2902
2023 Q2	$3.32K	Hold	7,500	–	–	﹤0.01%	2886
2023 Q1	$3.62K	Hold	7,500	–	–	﹤0.01%	2837
2022 Q4	$2.54K	Hold	7,500	–	–	﹤0.01%	2907
2022 Q3	$3K	Hold	7,500	–	–	﹤0.01%	2824
2022 Q2	$3K	Hold	7,500	–	–	﹤0.01%	2867
2022 Q1	$2K	Hold	7,500	–	–	﹤0.01%	2935
2021 Q4	$3K	Hold	7,500	–	–	﹤0.01%	2903
2021 Q3	$4K	Hold	7,500	–	–	﹤0.01%	2740
2021 Q2	$4K	Hold	7,500	–	–	﹤0.01%	2711
2021 Q1	$4K	Hold	7,500	–	–	﹤0.01%	2504
2020 Q4	$5K	Hold	7,500	–	–	﹤0.01%	2380
2020 Q3	$5K	Hold	7,500	–	–	﹤0.01%	2181
2020 Q2	$7K	Hold	7,500	–	–	﹤0.01%	2013
2020 Q1	$4K	Hold	7,500	–	–	﹤0.01%	2131
2019 Q4	$5K	Hold	7,500	–	–	﹤0.01%	2085
2019 Q3	$6K	Hold	7,500	–	–	﹤0.01%	2064
2019 Q2	$6K	Hold	7,500	–	–	﹤0.01%	2094
2019 Q1	$6K	Hold	7,500	–	–	﹤0.01%	2108
2018 Q4	$3K	Hold	7,500	–	–	﹤0.01%	2150
2018 Q3	$3K	Hold	7,500	–	–	﹤0.01%	2230
2018 Q2	$3K	Hold	7,500	–	–	﹤0.01%	2121
2018 Q1	$3K	Hold	7,500	–	–	﹤0.01%	1999
2017 Q4	$2K	Hold	7,500	–	–	﹤0.01%	2142
2017 Q3	$2K	Buy	+7,500	New	+$3.13K	﹤0.01%	2006

Other funds holding TRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's TRX Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of TRX Gold Corp (TRX) in Q1 2024, closing a stake of 7,500 shares — an estimated $2.85K sold.

Northwestern Mutual Wealth Management first reported a position in TRX in Q3 2017 and held it in 26 quarters. The position peaked at $7K in Q2 2020. 33 funds tracked by Wall St. Rank hold TRX as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining TRX Gold Corp position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 7,500 TRX Gold Corp shares in Q1 2024, an estimated $2.85K.
Northwestern Mutual Wealth Management first reported a position in TRX Gold Corp in Q3 2017 and held it in 26 quarters.
Northwestern Mutual Wealth Management's TRX Gold Corp position peaked at $7K in Q2 2020.
33 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.