AWS
TRST

Atria Wealth Solutions’s Trustco Bank Corp NY TRST Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-7,709
Closed -$249K – 1990
2023
Q1 		$249K Buy
+7,709
New +$277K ﹤0.01% 1529

Other funds holding TRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's TRST Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Trustco Bank Corp NY (TRST) in Q2 2023, closing a stake of 7,709 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in TRST in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 140 funds tracked by Wall St. Rank hold TRST as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Trustco Bank Corp NY position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,709 Trustco Bank Corp NY shares in Q2 2023, an estimated $249K.
  • Atria Wealth Solutions first reported a position in Trustco Bank Corp NY in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Trustco Bank Corp NY position peaked at $249K in Q1 2023.
  • 140 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.