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Capital Performance Advisors’s Trustmark TRMK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-128
Closed -$4.07K – 2480
2024
Q3 		$4.07K Buy
+128
New +$4.12K ﹤0.01% 1198

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's TRMK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Trustmark (TRMK) in Q4 2024, closing a stake of 128 shares — an estimated $4.07K sold.

Capital Performance Advisors first reported a position in TRMK in Q3 2024 and held it in 1 quarter. The position peaked at $4.07K in Q3 2024. 243 funds tracked by Wall St. Rank hold TRMK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Trustmark position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 128 Trustmark shares in Q4 2024, an estimated $4.07K.
  • Capital Performance Advisors first reported a position in Trustmark in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Trustmark position peaked at $4.07K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Trustmark as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.