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Avior Wealth Management’s Trustmark TRMK Stock Holding History

Avior 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
2024
Q2 		– Sell
-13
Closed -$365 – 3615
2024
Q1 		$365 Buy
+13
New +$351 ﹤0.01% 2662

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's TRMK Position: Q2 2024 in Review

Avior Wealth Management sold out of Trustmark (TRMK) in Q2 2024, closing a stake of 13 shares — an estimated $365 sold.

Avior Wealth Management first reported a position in TRMK in Q1 2024 and held it in 1 quarter. The position peaked at $365 in Q1 2024. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • Avior Wealth Management reported no remaining Trustmark position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 13 Trustmark shares in Q2 2024, an estimated $365.
  • Avior Wealth Management first reported a position in Trustmark in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Trustmark position peaked at $365 in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.