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Sendero Wealth Management’s TriMas Corp TRS Stock Holding History

Sendero Wealth Management’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
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

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Pzena Investment Management
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RRAM
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Wellington Management Group
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MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return