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Venturi Wealth Management’s TORM TRMD Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-216
Closed -$7.39K – 2053
2024
Q3 		$7.39K Sell
216
-27
-11% -$990 ﹤0.01% 1279
2024
Q2 		$9.42K Buy
243
+27
+13% +$967 ﹤0.01% 1115
2024
Q1 		$7.55K Hold
216
– – ﹤0.01% 993
2023
Q4 		$6.57K Hold
216
– – ﹤0.01% 974
2023
Q3 		$5.95K Buy
+216
New +$5.49K ﹤0.01% 929

Other funds holding TRMD

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Venturi Wealth Management's TRMD Position: Q4 2024 in Review

Venturi Wealth Management sold out of TORM (TRMD) in Q4 2024, closing a stake of 216 shares — an estimated $7.39K sold.

Venturi Wealth Management first reported a position in TRMD in Q3 2023 and held it in 5 quarters. The position peaked at $9.42K in Q2 2024. 116 funds tracked by Wall St. Rank hold TRMD as of Q4 2024.

  • Venturi Wealth Management reported no remaining TORM position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 216 TORM shares in Q4 2024, an estimated $7.39K.
  • Venturi Wealth Management first reported a position in TORM in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's TORM position peaked at $9.42K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held TORM as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.