Cedar Wealth Management’s Trustmark TRMK Stock Holding History

Cedar 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
2023 Q1	–	Sell	-800	Closed	-$27.9K	–	313
2022 Q4	$27.9K	Hold	800	–	–	0.01%	182
2022 Q3	$25K	Hold	800	–	–	0.01%	209
2022 Q2	$23K	Hold	800	–	–	0.01%	219
2022 Q1	$24K	Hold	800	–	–	0.01%	235
2021 Q4	$26K	Hold	800	–	–	0.01%	229
2021 Q3	$26K	Hold	800	–	–	0.01%	193
2021 Q2	$25K	Hold	800	–	–	0.01%	198
2021 Q1	$27K	Hold	800	–	–	0.01%	179
2020 Q4	$22K	Hold	800	–	–	0.01%	168
2020 Q3	$17K	Hold	800	–	–	0.01%	171
2020 Q2	$20K	Hold	800	–	–	0.01%	165
2020 Q1	$19K	Hold	800	–	–	0.01%	165
2019 Q4	$28K	Hold	800	–	–	0.02%	115
2019 Q3	$27K	Hold	800	–	–	0.02%	112
2019 Q2	$27K	Hold	800	–	–	0.02%	129
2019 Q1	$27K	Hold	800	–	–	0.02%	126
2018 Q4	$23K	Buy	+800	New	+$24.8K	0.02%	114

Other funds holding TRMK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cedar Wealth Management's TRMK Position: Q1 2023 in Review

Cedar Wealth Management sold out of Trustmark (TRMK) in Q1 2023, closing a stake of 800 shares — an estimated $27.9K sold.

Cedar Wealth Management first reported a position in TRMK in Q4 2018 and held it in 17 quarters. The position peaked at $28K in Q4 2019. 205 funds tracked by Wall St. Rank hold TRMK as of Q1 2023.

Cedar Wealth Management reported no remaining Trustmark position as of Q1 2023 after selling out during the quarter.
Cedar Wealth Management sold 800 Trustmark shares in Q1 2023, an estimated $27.9K.
Cedar Wealth Management first reported a position in Trustmark in Q4 2018 and held it in 17 quarters.
Cedar Wealth Management's Trustmark position peaked at $28K in Q4 2019.
205 funds tracked by Wall St. Rank held Trustmark as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.