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 $7.21B AUM 45.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthTrust Axiom's TRMD Position: Q2 2023 in Review

WealthTrust Axiom sold out of TORM (TRMD) in Q2 2023, closing a stake of 9,566 shares — an estimated $298K sold.

WealthTrust Axiom first reported a position in TRMD in Q1 2021 and held it in 9 quarters. The position peaked at $477K in Q4 2022. 68 funds tracked by Wall St. Rank hold TRMD as of Q2 2023.

WealthTrust Axiom reported no remaining TORM position as of Q2 2023 after selling out during the quarter.
WealthTrust Axiom sold 9,566 TORM shares in Q2 2023, an estimated $298K.
WealthTrust Axiom first reported a position in TORM in Q1 2021 and held it in 9 quarters.
WealthTrust Axiom's TORM position peaked at $477K in Q4 2022.
68 funds tracked by Wall St. Rank held TORM as of Q2 2023.

Based on WealthTrust Axiom's 13F filing for Q2 2023, filed 4 Aug 2023.