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Arete Wealth Advisors’s Trustmark TRMK Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-31,477
Closed -$1.31M – 754
2023
Q1 		$1.31M Buy
31,477
+1,648
+6% +$48.7K 0.11% 174
2022
Q4 		$1.51B Buy
+29,829
New +$1.04M 0.13% 139

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Arete Wealth Advisors's TRMK Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Trustmark (TRMK) in Q2 2023, closing a stake of 31,477 shares — an estimated $1.31M sold.

Arete Wealth Advisors first reported a position in TRMK in Q4 2022 and held it in 2 quarters. The position peaked at $1.51B in Q4 2022. 202 funds tracked by Wall St. Rank hold TRMK as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Trustmark position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 31,477 Trustmark shares in Q2 2023, an estimated $1.31M.
  • Arete Wealth Advisors first reported a position in Trustmark in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Trustmark position peaked at $1.51B in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Trustmark as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.