WFA
TRS icon

Wipfli Financial Advisors’s TriMas Corp TRS Stock Holding History

Wipfli Financial Advisors’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3K Buy
+109
New +$3K ﹤0.01% 2236

Other funds holding TRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wipfli Financial Advisors's TRS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in TriMas Corp (TRS) in Q3 2022: 109 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2236 among its holdings.

134 funds tracked by Wall St. Rank hold TRS as of Q3 2022.

  • Wipfli Financial Advisors held 109 shares of TriMas Corp worth $3K as of Q3 2022.
  • TriMas Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • TriMas Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2236 holding.
  • 134 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.