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WR Wealth Planners’s TORM TRMD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$486 Hold
25
– – ﹤0.01% 989
2024
Q3 		$855 Hold
25
– – ﹤0.01% 986
2024
Q2 		$969 Hold
25
– – ﹤0.01% 957
2024
Q1 		$874 Buy
+25
New +$850 ﹤0.01% 984

Other funds holding TRMD

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's TRMD Position: Q4 2024 in Review

WR Wealth Planners held its TORM (TRMD) position steady in Q4 2024 at 25 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #989.

WR Wealth Planners first reported a position in TRMD in Q1 2024 and has held it in 4 quarters since. The position peaked at $969 in Q2 2024. 116 funds tracked by Wall St. Rank hold TRMD as of Q4 2024.

  • WR Wealth Planners held 25 shares of TORM worth $486 as of Q4 2024.
  • WR Wealth Planners left its TORM share count unchanged in Q4 2024.
  • TORM made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #989 holding.
  • WR Wealth Planners first reported a position in TORM in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's TORM position peaked at $969 in Q2 2024.
  • 116 funds tracked by Wall St. Rank held TORM as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.