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WAM
Wealthspire Advisors (Maryland)’s
TriMas Corp
TRS
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
TRS Stock Details
TRS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-750
Closed
-$20K
–
2596
2018
Q4
$20K
Hold
750
–
–
﹤0.01%
1209
2018
Q3
$23K
Hold
750
–
–
﹤0.01%
1260
2018
Q2
$22K
Hold
750
–
–
﹤0.01%
1285
2018
Q1
$20K
Hold
750
–
–
﹤0.01%
1306
2017
Q4
$20K
Sell
750
-150
-17%
-$4K
﹤0.01%
1335
2017
Q3
$24K
Hold
900
–
–
﹤0.01%
1238
2017
Q2
$19K
Hold
900
–
–
﹤0.01%
1290
2017
Q1
$19K
Hold
900
–
–
﹤0.01%
1106
2016
Q4
$21K
Hold
900
–
–
﹤0.01%
1013
2016
Q3
$17K
Hold
900
–
–
﹤0.01%
1110
2016
Q2
$16K
Hold
900
–
–
﹤0.01%
1080
2016
Q1
$16K
Hold
900
–
–
﹤0.01%
1050
2015
Q4
$17K
Buy
+900
New
+$17.4K
﹤0.01%
1028
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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