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Colonial Trust Advisors’s Trustmark TRMK Stock Holding History

Colonial Trust 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
Q2 		– Sell
-750
Closed -$21.1K – 1010
2024
Q1 		$21.1K Buy
+750
New +$20.2K ﹤0.01% 462

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Colonial Trust Advisors's TRMK Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Trustmark (TRMK) in Q2 2024, closing a stake of 750 shares — an estimated $21.1K sold.

Colonial Trust Advisors first reported a position in TRMK in Q1 2024 and held it in 1 quarter. The position peaked at $21.1K in Q1 2024. 223 funds tracked by Wall St. Rank hold TRMK as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Trustmark position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 750 Trustmark shares in Q2 2024, an estimated $21.1K.
  • Colonial Trust Advisors first reported a position in Trustmark in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Trustmark position peaked at $21.1K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Trustmark as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.