CSWM
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Cassady Schiller Wealth Management’s Trustmark TRMK Stock Holding History

Cassady Schiller Wealth 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
2022
Q1 		– Sell
-5
Closed – – 557
2021
Q4 		$0 Buy
+5
New +$164 ﹤0.01% 646

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cassady Schiller Wealth Management's TRMK Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Trustmark (TRMK) in Q1 2022, closing a stake of 5 shares.

Cassady Schiller Wealth Management first reported a position in TRMK in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 209 funds tracked by Wall St. Rank hold TRMK as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Trustmark position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 5 Trustmark shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Trustmark in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Trustmark position peaked at $0 in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Trustmark as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.