Baystate Wealth Management’s Trustmark TRMK Stock Holding History

Baystate 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
2021 Q4	–	Sell	-46	Closed	-$1K	–	971
2021 Q3	$1K	Hold	46	–	–	﹤0.01%	808
2021 Q2	$1K	Buy	+46	New	+$1.52K	﹤0.01%	774

Other funds holding TRMK

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's TRMK Position: Q4 2021 in Review

Baystate Wealth Management sold out of Trustmark (TRMK) in Q4 2021, closing a stake of 46 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in TRMK in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q4 2021.

Baystate Wealth Management reported no remaining Trustmark position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 46 Trustmark shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in Trustmark in Q2 2021 and held it in 2 quarters.
Baystate Wealth Management's Trustmark position peaked at $1K in Q3 2021.
205 funds tracked by Wall St. Rank held Trustmark as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.