WA
TRMD icon

WealthTrust Axiom’s TORM TRMD Stock Holding History

WealthTrust Axiom’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
2023
Q2 		– Sell
-9,566
Closed -$298K – 259
2023
Q1 		$298K Sell
9,566
-6,800
-42% -$207K 0.1% 180
2022
Q4 		$477K Sell
16,366
-234
-1% -$6.31K 0.17% 124
2022
Q3 		$336K Sell
16,600
-17,900
-52% -$322K 0.13% 153
2022
Q2 		$467K Sell
34,500
-500
-1% -$5.87K 0.17% 125
2022
Q1 		$310K Buy
35,000
+5,000
+17% +$39.4K 0.1% 171
2021
Q4 		$238K Sell
30,000
-500
-2% -$3.99K 0.08% 206
2021
Q3 		$236K Sell
30,500
-3,000
-9% -$24.6K 0.08% 201
2021
Q2 		$295K Sell
33,500
-1,000
-3% -$9.04K 0.09% 180
2021
Q1 		$314K Buy
+34,500
New +$284K 0.11% 163

Other funds holding TRMD

OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return