AWM
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Abound Wealth Management’s Trustmark TRMK Stock Holding History

Abound Wealth Management’s Portfolio TRMK Stock Details TRMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$563 – 1301
2024
Q1 		$563 Hold
20
– – ﹤0.01% 857
2023
Q4 		$558 Hold
20
– – ﹤0.01% 890
2023
Q3 		$435 Hold
20
– – ﹤0.01% 851
2023
Q2 		$423 Buy
+20
New +$451 ﹤0.01% 907

Other funds holding TRMK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abound Wealth Management's TRMK Position: Q2 2024 in Review

Abound Wealth Management sold out of Trustmark (TRMK) in Q2 2024, closing a stake of 20 shares — an estimated $563 sold.

Abound Wealth Management first reported a position in TRMK in Q2 2023 and held it in 4 quarters. The position peaked at $563 in Q1 2024. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • Abound Wealth Management reported no remaining Trustmark position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 20 Trustmark shares in Q2 2024, an estimated $563.
  • Abound Wealth Management first reported a position in Trustmark in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Trustmark position peaked at $563 in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.