Wealth Preservation Advisors’s TORM TRMD Stock Holding History

Wealth Preservation Advisors’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
2025 Q2	–	Sell	-4,180	Closed	-$68.9K	–	626
2025 Q1	$68.9K	Buy	+4,180	New	+$80.9K	0.05%	154

Other funds holding TRMD

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Wealth Preservation Advisors's TRMD Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of TORM (TRMD) in Q2 2025, closing a stake of 4,180 shares — an estimated $68.9K sold.

Wealth Preservation Advisors first reported a position in TRMD in Q1 2025 and held it in 1 quarter. The position peaked at $68.9K in Q1 2025. 95 funds tracked by Wall St. Rank hold TRMD as of Q2 2025.

Wealth Preservation Advisors reported no remaining TORM position as of Q2 2025 after selling out during the quarter.
Wealth Preservation Advisors sold 4,180 TORM shares in Q2 2025, an estimated $68.9K.
Wealth Preservation Advisors first reported a position in TORM in Q1 2025 and held it in 1 quarter.
Wealth Preservation Advisors's TORM position peaked at $68.9K in Q1 2025.
95 funds tracked by Wall St. Rank held TORM as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.