CSPIA
TRMK icon

Cary Street Partners Investment Advisory’s Trustmark TRMK Stock Holding History

Cary Street Partners Investment Advisory’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
Q1 		– Sell
-4,096
Closed -$143K – 1725
2022
Q4 		$143K Buy
+4,096
New +$143K 0.01% 522
2020
Q4 		– Sell
-4,096
Closed -$88K – 821
2020
Q3 		$88K Buy
+4,096
New +$94.1K 0.02% 402

Other funds holding TRMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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 $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's TRMK Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 4,096 shares — an estimated $143K sold.

Cary Street Partners Investment Advisory first reported a position in TRMK in Q3 2020 and held it in 2 quarters. The position peaked at $143K in Q4 2022. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,096 Trustmark shares in Q1 2023, an estimated $143K.
  • Cary Street Partners Investment Advisory first reported a position in Trustmark in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Trustmark position peaked at $143K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.