AWM
TRST

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

Avior 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
2024
Q2 		– Sell
-3
Closed -$84 – 3620
2024
Q1 		$84 Buy
+3
New +$85 ﹤0.01% 3260

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Avior Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q2 2024, closing a stake of 3 shares — an estimated $84 sold.

Avior Wealth Management first reported a position in TRST in Q1 2024 and held it in 1 quarter. The position peaked at $84 in Q1 2024. 134 funds tracked by Wall St. Rank hold TRST as of Q2 2024.

  • Avior Wealth Management reported no remaining Trustco Bank Corp NY position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Trustco Bank Corp NY shares in Q2 2024, an estimated $84.
  • Avior Wealth Management first reported a position in Trustco Bank Corp NY in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Trustco Bank Corp NY position peaked at $84 in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q2 2024.

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