AWM
TRST

Accurate Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

Accurate Wealth Management’s Portfolio TRST Stock Details TRST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-427
Closed -$16.2K – 1359
2022
Q4 		$16.2K Buy
+427
New +$15.6K 0.01% 747

Other funds holding TRST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Accurate Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q1 2023, closing a stake of 427 shares — an estimated $16.2K sold.

Accurate Wealth Management first reported a position in TRST in Q4 2022 and held it in 1 quarter. The position peaked at $16.2K in Q4 2022. 147 funds tracked by Wall St. Rank hold TRST as of Q1 2023.

  • Accurate Wealth Management reported no remaining Trustco Bank Corp NY position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 427 Trustco Bank Corp NY shares in Q1 2023, an estimated $16.2K.
  • Accurate Wealth Management first reported a position in Trustco Bank Corp NY in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Trustco Bank Corp NY position peaked at $16.2K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q1 2023.

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