AWM
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Accurate Wealth Management’s Trustmark TRMK Stock Holding History

Accurate 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
2023
Q1 		– Sell
-30
Closed -$1.05K – 1354
2022
Q4 		$1.05K Buy
+30
New +$1.05K ﹤0.01% 1358

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's TRMK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 30 shares — an estimated $1.05K sold.

Accurate Wealth Management first reported a position in TRMK in Q4 2022 and held it in 1 quarter. The position peaked at $1.05K in Q4 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

  • Accurate Wealth Management reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Trustmark shares in Q1 2023, an estimated $1.05K.
  • Accurate Wealth Management first reported a position in Trustmark in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Trustmark position peaked at $1.05K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.