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Belpointe Asset Management’s Trustmark TRMK Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,355
Closed -$58.2K – 3155
2023
Q1 		$58.2K Sell
2,355
-180
-7% -$5.32K ﹤0.01% 1610
2022
Q4 		$88.5K Buy
+2,535
New +$88.6K 0.01% 1303

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Belpointe Asset Management's TRMK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Trustmark (TRMK) in Q2 2023, closing a stake of 2,355 shares — an estimated $58.2K sold.

Belpointe Asset Management first reported a position in TRMK in Q4 2022 and held it in 2 quarters. The position peaked at $88.5K in Q4 2022. 202 funds tracked by Wall St. Rank hold TRMK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Trustmark position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,355 Trustmark shares in Q2 2023, an estimated $58.2K.
  • Belpointe Asset Management first reported a position in Trustmark in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Trustmark position peaked at $88.5K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Trustmark as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.