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

Atlas Private 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
2020 Q4	–	Sell	-28	Closed	-$1K	–	414
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	381
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	445
2020 Q1	$1K	Buy	28 +1	+4%	+$36	﹤0.01%	438
2019 Q4	$1K	Buy	+27	New	+$1.16K	﹤0.01%	457

Other funds holding TRST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Management's TRST Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q4 2020, closing a stake of 28 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in TRST in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 169 funds tracked by Wall St. Rank hold TRST as of Q4 2020.

Atlas Private Wealth Management reported no remaining Trustco Bank Corp NY position as of Q4 2020 after selling out during the quarter.
Atlas Private Wealth Management sold 28 Trustco Bank Corp NY shares in Q4 2020, an estimated $1K.
Atlas Private Wealth Management first reported a position in Trustco Bank Corp NY in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Trustco Bank Corp NY position peaked at $1K in Q3 2020.
169 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.