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Berman Capital Advisors’s Trustmark TRMK Stock Holding History

Berman Capital 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
2021
Q3 		$0 Hold
22
– – ﹤0.01% 2224
2021
Q2 		$0 Buy
+22
New +$726 ﹤0.01% 2048
2020
Q2 		– Sell
-161
Closed -$3K – 1820
2020
Q1 		$3K Hold
161
– – ﹤0.01% 1072
2019
Q4 		$5K Hold
161
– – ﹤0.01% 996
2019
Q3 		$5K Hold
161
– – ﹤0.01% 961
2019
Q2 		$5K Sell
161
-192
-54% -$6.49K ﹤0.01% 977
2019
Q1 		$11K Buy
353
+281
+390% +$9.19K ﹤0.01% 636
2018
Q4 		$2K Buy
+72
New +$2.23K ﹤0.01% 906

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Berman Capital Advisors's TRMK Position: Q3 2021 in Review

Berman Capital Advisors held its Trustmark (TRMK) position steady in Q3 2021 at 22 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Berman Capital Advisors first reported a position in TRMK in Q4 2018 and has held it in 8 quarters since. The position peaked at $11K in Q1 2019. 198 funds tracked by Wall St. Rank hold TRMK as of Q3 2021.

  • Berman Capital Advisors held 22 shares of Trustmark worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Trustmark share count unchanged in Q3 2021.
  • Trustmark made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2224 holding.
  • Berman Capital Advisors first reported a position in Trustmark in Q4 2018 and has held it in 8 quarters since.
  • Berman Capital Advisors's Trustmark position peaked at $11K in Q1 2019.
  • 198 funds tracked by Wall St. Rank held Trustmark as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.