CWA
TRST

Clearview Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History

Clearview Wealth Advisors’s Portfolio TRST Stock Details TRST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-52
Closed -$1.49K – 589
2023
Q2 		$1.49K Sell
52
-8,968
-99% -$263K ﹤0.01% 557
2023
Q1 		$288K Buy
+9,020
New +$324K 0.29% 97

Other funds holding TRST

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Clearview Wealth Advisors's TRST Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Trustco Bank Corp NY (TRST) in Q3 2023, closing a stake of 52 shares — an estimated $1.49K sold.

Clearview Wealth Advisors first reported a position in TRST in Q1 2023 and held it in 2 quarters. The position peaked at $288K in Q1 2023. 130 funds tracked by Wall St. Rank hold TRST as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Trustco Bank Corp NY position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 52 Trustco Bank Corp NY shares in Q3 2023, an estimated $1.49K.
  • Clearview Wealth Advisors first reported a position in Trustco Bank Corp NY in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Trustco Bank Corp NY position peaked at $288K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.