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Bell Investment Advisors’s Trustmark TRMK Stock Holding History

Bell Investment Advisors’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
2023
Q4 		– Sell
-42
Closed -$913 – 1997
2023
Q3 		$913 Hold
42
– – ﹤0.01% 1604
2023
Q2 		$888 Hold
42
– – ﹤0.01% 1627
2023
Q1 		$1.04K Sell
42
-55
-57% -$1.63K ﹤0.01% 1558
2022
Q4 		$3.39K Hold
97
– – ﹤0.01% 1009
2022
Q3 		$3K Hold
97
– – ﹤0.01% 983
2022
Q2 		$3K Buy
+97
New +$2.8K ﹤0.01% 1024
2021
Q4 		$5K Hold
168
– – ﹤0.01% 804
2021
Q3 		$5K Buy
+168
New +$5.16K ﹤0.01% 741

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell Investment Advisors's TRMK Position: Q4 2023 in Review

Bell Investment Advisors sold out of Trustmark (TRMK) in Q4 2023, closing a stake of 42 shares — an estimated $913 sold.

Bell Investment Advisors first reported a position in TRMK in Q3 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 200 funds tracked by Wall St. Rank hold TRMK as of Q4 2023.

  • Bell Investment Advisors reported no remaining Trustmark position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 42 Trustmark shares in Q4 2023, an estimated $913.
  • Bell Investment Advisors first reported a position in Trustmark in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Trustmark position peaked at $5K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Trustmark as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.