Creative Financial Designs’s Trustmark TRMK Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-1,112	Closed	-$36K	–	1437
2021 Q3	$36K	Hold	1,112	–	–	0.01%	694
2021 Q2	$34K	Hold	1,112	–	–	0.01%	708
2021 Q1	$37K	Hold	1,112	–	–	0.01%	634
2020 Q4	$30K	Hold	1,112	–	–	0.01%	627
2020 Q3	$24K	Hold	1,112	–	–	0.01%	625
2020 Q2	$27K	Buy	+1,112	New	+$26.8K	0.01%	536

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's TRMK Position: Q4 2021 in Review

Creative Financial Designs sold out of Trustmark (TRMK) in Q4 2021, closing a stake of 1,112 shares — an estimated $36K sold.

Creative Financial Designs first reported a position in TRMK in Q2 2020 and held it in 6 quarters. The position peaked at $37K in Q1 2021. 205 funds tracked by Wall St. Rank hold TRMK as of Q4 2021.

Creative Financial Designs reported no remaining Trustmark position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 1,112 Trustmark shares in Q4 2021, an estimated $36K.
Creative Financial Designs first reported a position in Trustmark in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Trustmark position peaked at $37K in Q1 2021.
205 funds tracked by Wall St. Rank held Trustmark as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.