Sendero Wealth Management’s TriMas Corp TRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,272
Closed -$302K 191
2024
Q4
$302K Sell
12,272
-3,749
-23% -$98.3K 0.05% 149
2024
Q3
$409K Hold
16,021
0.06% 135
2024
Q2
$409K Hold
16,021
0.07% 129
2024
Q1
$428K Hold
16,021
0.07% 131
2023
Q4
$406K Buy
16,021
+1,285
+9% +$31.8K 0.08% 131
2023
Q3
$365K Buy
14,736
+1,890
+15% +$49.1K 0.08% 128
2023
Q2
$353K Buy
12,846
+1,961
+18% +$51.8K 0.08% 125
2023
Q1
$303K Buy
10,885
+2,045
+23% +$60K 0.09% 88
2022
Q4
$245K Buy
+8,840
New +$236K 0.09% 94

Other funds holding TRS

Sendero Wealth Management's TRS Position: Q1 2025 in Review

Sendero Wealth Management sold out of TriMas Corp (TRS) in Q1 2025, closing a stake of 12,272 shares — an estimated $302K sold.

Sendero Wealth Management first reported a position in TRS in Q4 2022 and held it in 9 quarters. The position peaked at $428K in Q1 2024. 152 funds tracked by Wall St. Rank hold TRS as of Q1 2025.

  • Sendero Wealth Management reported no remaining TriMas Corp position as of Q1 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 12,272 TriMas Corp shares in Q1 2025, an estimated $302K.
  • Sendero Wealth Management first reported a position in TriMas Corp in Q4 2022 and held it in 9 quarters.
  • Sendero Wealth Management's TriMas Corp position peaked at $428K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held TriMas Corp as of Q1 2025.

Based on Sendero Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.